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Commercial Lines Customer Service Agent

 

 

WORK EXPERIENCE

 

Commercial Lines Customer Service Agent
Local Insurance Agency – Michigan
January 2022 to Present

 

  • Assists two account managers while overseeing a home healthcare account with approximately 450 Workers’ Compensation policies, including entering new business online, servicing customers throughout the year, managing cancellations, billing issues, and the renewal process.
  • Utilizes the Applied Epic system.
  • Participates in training new assistants.

 

Commercial Lines Customer Service Agent
Local Insurance Agency – Michigan
May 2021 to December 2021

 

  • Answered phones and handled customer inquiries.
  • Entered new orders, including reviewing purchase agreements and legal documents.
  • Conducted online research.

 

Commercial Lines Customer Service Agent
Local Insurance Agency – Michigan
October 2000 to April 2021

 

  • Handled customer inquiries, billing questions and service requests.
  • Reviewed contracts and issued certificates of insurance to comply with contract requirements.
  • Checked and invoiced policies, endorsements, and audits.
  • Processed cancellations and reinstatements.
  • Reviewed and processed General Liability and Workers’ Compensation audits,
  • including ordering audit worksheets and assisting with audit disputes.
  • Maintained and updated Acord forms, applications, and customer information in the computer, utilizing AMS360.
  • Requested policy changes by email and utilizing company websites.
  • Ordered loss runs and experience mod worksheets.
  • Member of the Procedure Committee – Set up to determine best practices and procedures.

EDUCATION

 

Associates Degree of Applied Science in Business Management
Local College

 

CERTIFICATIONS

 

Active P&C License

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