Customer Service Representative I (remote)
About The Position
At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. We are looking for a highly motivated and customer-focused individual to join our team as a Customer Service Representative I. This role will be responsible for processing new business, renewals, and endorsements, as well as billing transactions, in accordance with established department policies and procedures. The ideal candidate will have previous experience in an insurance agency or company setting and be able to effectively communicate with both internal and external stakeholders.
Requirements
- Education: Associate’s degree preferred; insurance training or basic insurance courses desirable.
- Experience: Less than 2 years in an agency or insurance company preferred.
- Skills: Strong communication, customer service, problem-solving, confidentiality, professionalism, and adaptability.
Responsibilities
- Process new business, renewals and endorsements and billing transactions according to established department policies and procedures
- Communicates and collaborates with internal and external stakeholders in a professional manner when additional information is needed ensuring timely processing
- Maintains detailed policy documentation and updates customer information as necessary
- Rate endorsements/transactions for multiple lines of business
- Develops and maintains positive customer relations and coordinates with various functions within the company
- Perform pre-underwriting task for policy transactions based on Company processing procedures and underwriting guidelines or complete preparatory work
- Order reports for new business, renewal and endorsements as required such as CLUE, MVR, SOCRECARD, DADS, etc
- Maintain acceptable productivity and quality levels established by management
- Perform all tasks with direction of supervisor
- Performs other duties as assigned
- Conforms with all corporate policies and procedures
Benefits
- Medical and Prescription Drug Benefit
- Dental Benefit
- Vision Benefit
- Life Insurance and Disability Benefits
- 401(k) Profit Sharing and Investment Plan contribution based upon annual company financial results)
- Health Savings Account (HSA)
- Flexible Spending Accounts
- Tuition Assistance, Training, and Professional Designations
- Company-Paid Family Leave
- Adoption/Surrogacy Assistance Benefit
- Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
- Student Loan Refinancing Services
- Care.com Membership with Back-up Care, Senior Solutions
- Business Travel Accident Insurance
- Matching Gifts program
- Paid Volunteer Day
- Employee Referral Award Program
- Wellness programs
- Personal Insurance Discount
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
