JOB DESCRIPTION The CSR supports the business goals of the NonMasterpiece and Manual team, providing service support for Client appointed agencies and internal Client partners. Policy changes are received via email requests. The team handles policies that are not system supported policies, which include renewals, quotes, new lines, and endorsements.
COMPETENCIES:
Work collaboratively with team members and business partners to provide quality experience for our agents
Ability to work between the hours of 8am-5pm EST; in office
Complete additional tasks and other projects/duties as assigned
Ability to learn the basic concepts of personal lines insurance principles and Client products (home, auto, valuable articles/collectibles, flood, etc.)
Assume ownership and timeliness in handling agent requests in an efficient, accurate and professional manner
Processes and triage a diverse amount of email requests
Perform various job functions or projects as assigned by team specialist or supervisor.
Possess a strong math aptitude
Demonstrate strong problem solving, Critical thinking.
Accountability, detailed, and quality focused.
Aptitude to analyze complex business and workflow issues
Excellent written communication skills
Flexibility to prioritize assigned work to adhere to department service level expectations
Excellent time management and organizational skills; ability to handle multiple tasks, balance multiple priorities and work independently.
All the work is processed manually: from creating folders, to rating the policy on excel sheets, to creating pdf files
Entry level Insurance job
Opportunity to show skill sets for other possible opportunities with Client
Team Size: 4 people currently
REQUIRED SKILLS:
Knowledge of Microsoft Suite a plus (including Word-template use , Excel-data entry, PowerPoint-be able to view, no creation) a must
Knowledge of Adobe (taking Excel and Word docs and creating pdf's, transfer docs and save) a must
Proficient in computer skills (turn on and off, be able to create folders, open up files and rename if needed), multi-application navigation and multi-tasking
Professionalism, accountability and taking personal pride in the handling of new business quotes, policy change requests and inquiries from our valued agency partners
Personal Lines General Insurance Knowledge a plus, but not required
Why does this need exist? – Business Group & Key Projects
Handles transaction requests on specific lines of business & Risk States for policies that are not system supported
No key projects
Backfill to resources allocated to projects
Not an urgent need
TYPICAL DAY IN THE ROLE
+/- 1 hour per task
Handles transactions requests from our Agents and issuing Renewal paperwork – not system supported
Independent work, once trained
Possibility of Temp to Perm
TOP 3 "MUST-HAVE SKILLS” (level of experience with each Stack-ranked by importance (Technical or soft)
Knowledge of Microsoft Suite a plus (including Word, Excel, PowerPoint)
Knowledge of Adobe and creating pdf's
Proficient in Computer skills & written communication skills
TOP 3 "NICE TO HAVE” skills (level of experience with each Stack-ranked by importance (Technical or soft)
Personal Lines Insurance Knowledge a plus, but not required
Possess a strong math aptitude
Multitask between assignments
Numbers & Facts
Location
Whitehouse Station, NJ
Skills
Adobe Acrobatunmatched
Adobe Product Familyunmatched
Business Analysisunmatched
Change Requests/Ordersunmatched
Communication Skillsunmatched
Computer Skillsunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Establish Prioritiesunmatched
Insuranceunmatched
Mathematicsunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Microsoft Product Familyunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Resource Managementunmatched
Riskunmatched
Systems Administration/Managementunmatched
Time Managementunmatched
Writing Skillsunmatched
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