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Commercial Lines Customer Service Representative

Commercial Lines Customer Service Representative

CompanyHUB
LocationLafayette, LA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • High school diploma or equivalent
  • 1-2+ years of Commercial Lines experienced preferred
  • Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained
  • Strong computer skills and proficient with various software programs
  • Must have excellent written and verbal communication
  • Organized and highly detail-oriented

Responsibilities

  • Issue auto ID cards, binders, certificates & Evidence of Property
  • Order loss runs and input information
  • Order MVRs and E Mods
  • Process change requests and cancelations – suspense and follow up, check and scan when received
  • Audits – including checking rates, ordering worksheets and invoicing
  • Support Account Manager and Account Executives – provide updates once policy is bound (update future application and pull over to current)
  • Process new business and renewals
  • Set up/update billing information
  • Scan and input all correspondence into paperless file
  • Email signed forms to carrier
  • Invoices
  • Prepare policies to be delivered
  • Reconcile fleet schedules
  • Prepare tabs for proposals
  • Agent of record letters
  • Finance agreement quotes
  • Renewal of all policies
  • Additional administrative duties – general scanning, mail, phone support
  • Assist as needed with various projects
  • Handle claims intake for the unit

Preferred Qualifications

  • 1-2+ years of Commercial Lines experienced preferred
  • Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained