Insurance Solutions Group Customer Service Liaison
| Company | HUB |
|---|---|
| Location | Missoula, MT, USA, Boise, ID, USA, Casper, WY, USA, Gillette, WY, USA, Twin Falls, ID, USA, Great Falls, MT, USA, Billings, MT, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- At least two years of insurance experience strongly preferred
- Exceptional customer service skills
- Excellent organizational, interpersonal, communication skills
- Proven ability of working in a successful team environment
- Strong data entry skills
- Ability to exercise independent judgment
- Proficient in Microsoft Word, Excel, Outlook, and internet utilization
- Montana State P & C Insurance Producer License Required
Responsibilities
- Forward all written and verbal request to the service center for billing questions, change requests, ID cards, certificates of insurance, binders and cancellation forms, policies, coverage questions, audit disputes
- Reviews for accuracy change received or downloaded into the agency management system
- Participates in the renewal preparation being sure that all accounts are renewed by the carrier. Sends all updates from the client to the carrier for processing
- Provides quality customer service to clients, team members, and carriers
- Communicates with company personnel regarding the client’s needs and/or issues
- Maintains an accurate suspense system on all items that require a response
- Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
- Responsible for scanning communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Prepares and coordinates all transactions, paperwork, and internal processing for accounts, including but not limited to applications, billing, policies, certificates of insurance, endorsements, invoices, proposals for new and renewal accounts, change request, endorsements, audits, annual reviews, cancellations
Preferred Qualifications
- Applied Agency Management System (Epic) experience preferred but not required