Commercial Lines Customer Service Representative
WORK EXPERIENCE
Commercial Lines Customer Service Representative
Local Insurance Agency – Massachusetts
April 2023 to Present
- Educate clients and conduct comprehensive insurance reviews on various insurance products, and coverage options to assess their insurance needs and confirm proper coverages and policies are currently in place.
- Sort incoming & outgoing mail. Scan mail to the client’s file.
- Process cancellations for nonpayment; call company to verify non-pay, update client’s status, issue cancellation letters and mail, email or call client. Follow up three times before the cancellation date.
- Assist clients in making online payments, or by taking checking or credit card information over the phone or by email. Confirm that I have their authorization to process the payment with payment details.
- Set-up word and excel spreadsheets for insurance summaries and company comparisons.
- Quote & write Commercial Lines leads, and prospect new business with various insurance carriers.
- Remarket existing lines with standard and surplus markets.
- Endorse and update, add, revise or delete limits, coverages, policies and client information on supporting interface and carrier’s website.
- Issue finance agreements, collect down payment, process payment and process transaction / invoice on supporting interface when the policy is agency billed.
- Issue Certificates of Insurance, Binders, Evidence of Property, and Summary of Insurance.
- Process Drives on the drive program; fill out and/or reviewed RTA’s, Bill of Sale, Certificate of Origin/Title to confirm information is correct. Stamp, Sign and return to the dealer via fax or email.
- Answer inbound calls and return missed phone calls promptly.
- Review and respond to emails within 24 business hours and follow up on activities daily.
- Follow up on Renewals – confirm coverages per the expiring policy, upload renewal documents from Company, update clients file, update billing if agency billed and email or mail to clients.
- Process audits by billing insured or advising audit must be completed and advise insured of inspection recommendations/ requirements to confirm they are completed before the due date.
- Build and maintain strong relationships with clients to ensure satisfaction and retention.
Commercial Lines Customer Service Representative
Local Insurance Agency – Massachusetts
April 2021 to January 2023
Commercial Lines Customer Service Representative
Local Insurance Agency – Massachusetts
April 2014 to April 2021
Commercial Lines Customer Service Representative
Local Insurance Agency – Massachusetts
September 2013 to April 2014
Commercial Lines Customer Service Representative
Local Insurance Agency – Massachusetts
July 2012 to September 2013
Commercial Lines Assistant
Local Insurance Agency – Massachusetts
April 2008 to August 2011
EDUCATION
Associate’s degree in Computer Information Systems Database (In-Progress)
Certified Computer Information Systems Applications (In-Progress)
Local Community College
CERTIFICATIONS
Active P&C Producer License
COMPUTER SKILLS
Microsoft Office Suite
AMS360
Applied TAM
Applied Epic Interface
LANGUAGE SKILLS
Bilingual: English and Spanish