Customer Service Representative (CSR)
About The Position
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Customer Service Representative (CSR) to join our growing team in Atlanta, GA! The Customer Service Representative (CSR) will support the clerical and administrative process of the Broker’s book of business for both renewals and new business. How You Will Contribute: Develop a full working knowledge of Commercial Lines procedures. Handle client request for information, endorsements cancellations, and other services as required. Assist in analyzing insurance exposures and account summaries. Review policies, endorsements, audits, dividends, and quotations prepared by our carriers for accuracy and completeness. Preparation of binders, certificates, automobile identification cards, invoices, and similar items. Assist in resolving unbilled items, account differences and commission differences when necessary. Keep Commercial Lines Service Manager informed of any serviced problems. Utilize agency automation with a high level of knowledge and proficiency. Follow procedures as established in the Commercial Lines Procedure Manual. Performs other duties as assigned.
Requirements
- An active state insurance license.
- High School Diploma or equivalent.
Nice To Haves
- One (1) or more years of successful insurance experience.
Responsibilities
- Develop a full working knowledge of Commercial Lines procedures.
- Handle client request for information, endorsements cancellations, and other services as required.
- Assist in analyzing insurance exposures and account summaries.
- Review policies, endorsements, audits, dividends, and quotations prepared by our carriers for accuracy and completeness.
- Preparation of binders, certificates, automobile identification cards, invoices, and similar items.
- Assist in resolving unbilled items, account differences and commission differences when necessary.
- Keep Commercial Lines Service Manager informed of any serviced problems.
- Utilize agency automation with a high level of knowledge and proficiency.
- Follow procedures as established in the Commercial Lines Procedure Manual.
- Performs other duties as assigned.
Benefits
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
