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Acrisure · 5 days ago

Customer Service Representative (Wholesure)

Boston, MA

Full-time

Onsite

New Grad, Entry Level

$21/hr - $27/hr

Acrisure is a global Fintech leader that provides a range of financial products and services to businesses and individual clients. The Customer Service Representative will deliver excellent customer service, manage client inquiries, and support internal teams while maintaining high service levels.

Financial ServicesInsuranceInsurTech

Responsibilities

Pulls electronic mail daily and records in agency management system

Monitors agency management system for misapplied mail and activities

Assists with customer inquiries via phone, email, and online chat (50% phone handling expected)

Assists Underwriting with Renewal Information Requests, Processes applications, policies, endorsements, binders, certificates, loss runs, audit requests and other items related to the servicing of clients

Request routine policy adjustments as directed by Account Manager

Report claims to the carrier

Provides support to Producers including preparing presentations and proposals

Data entry in the agency management system

Policy processing including pulling policies from websites and attach in the agency management system, check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines, transmit policies electronically to client

Review Activity follow up list on a daily basis and take appropriate action

Consistently establishes and maintains high levels of trust and confidence with Account Service team by promptly responding and resolving services requests and issues

Other duties may be assigned

Qualification

Customer serviceAgency management systemData entryEmail communicationPhone handling

Required

Provide a positive experience to external customers in a fast-paced customer service environment

Manage requests via email, phone, and online chat features

Establish a strong working relationship with our external customers as well as internal colleagues to aid in a consistent and successful customer service experience