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