What are the responsibilities and job description for the Account Service Representative position at Career Personnel?
Account Service Representative
Career Personnel - Montgomery, AL
Are you ready to start your new career in 2024??!!!
A highly reputable and successful insurance company is seeking new team members for 2024 for their Account Service Representative role.
Summary : Aid Account Manager(s) in servicing of new and renewal business. Effectively resolve client requests. Compiles data, performs routine tasks, and processes standard renewals and endorsements to support the insurance process by performing the following duties.
RESPONSIBILITIES :
- Assist Account Manager(s) in overall account service-related
- Receive and respond to client requests for information, policy changes
- Keep Account Manager (s) and Producer(s) informed of major changes / problems
- Answer telephone
- Covers front desk for breaks as needed and when receptionist is out of the office.
REQUIREMENTS :
Education / Experience : High school diploma or general education degree (GED); or one-year related experience and / or training;
or equivalent combination of education and experience.
- Language Ability : Ability to read and interpret policy & contract documents. Ability to speak effectively with customers or colleagues and type routine correspondence.
- Math Ability : Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area.
Ability to apply concepts of basic algebra and geometry.
Reasoning Ability : Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills : To perform this job successfully, an individual should have knowledge of Microsoft Word processing software;
Microsoft Excel spreadsheet software; Sagitta software and ImageRight software.
Certificates and Licenses : Property & Casualty License required. If not upon hire, must attain within 6 months of hire.
CISR Certificate should be sought within 18 months to 2 years of hire.