The Client Representative performs account transactions, summaries, endorsements, certificates, binders, billing, follow-up and correspondence on assigned accounts.
- Assist in preparing insurance company submissions
- Manage the client service cycle and monitor timeframes and renewal deadlines
- Develop thorough understanding of client businesses, their policies, practices and industries
- Review documents for accuracy prior to customer delivery
- Respond timely to client inquiries, incoming agency management system and company requests
- High School diploma or GED
- Bachelor's degree in business or other related field
- Nice to have: Applied EPIC
- Nice to have: AMS 360
- Medical insurance (100% company paid premiums for full-time employees)
- Dental insurance (100% company paid premiums for full-time employees)
- Vision insurance (100% company paid premiums for full-time employees)
- Generous Paid Time Off
- 401K Retirement Plans with company matching
Member Service Representative II - Mortgage Loan Originator, Contact Center OperationsNavy Federal Credit Union · Pensacola, US