Apply on Employer Site

CoVerica Agency Alliance · 1 month ago

Licensed Customer Service Representative

Dallas, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

CoVerica Agency Alliance is seeking a Licensed Customer Service Representative to support their insurance services. The role involves maintaining documentation systems, processing cancellations and reinstatement requests, and collaborating with team members to ensure efficient operations.

FinanceFinancial ServicesInsurance

Responsibilities

Maintain appropriate systems (Sales Force, NetWeb and Outlook) with the most up-to-date, necessary documentation to support correspondence with account managers and agents

Serve as systems administrator for ongoing EZLynx User Maintenance

Proactively retrieve policies from contracted insurance carrier sites on a scheduled basis and provide to the appropriate member agent

Process cancellations and reinstatement requests daily

Effectively work with accounting team regarding ISM member needs

Track new quotes and bound business as received using the EZLynx and Sales Force systems

Work with member agencies to secure additional information on new business quotes to finalize applications as requested

Process endorsements and changes request as received

Manage daily policy downloads

Train on rating Personal Lines of insurance as directed by management

Accurately distribute mail as needed, in a timely manner

Meet and exceed all required time standards on a weekly, monthly and yearly basis

Successfully engage in multiple initiatives simultaneously

Responsible to work collaboratively with others (internally and externally) to achieve common objects, goals and results

Assist team as requested in the planning and orchestration of regular Alliance member meetings

Other duties as directed by management

Qualification

PropertyCasualty licensePersonal lines insuranceSales ForceEZLynxHighly organizedMultitaskingBasic computer skillsCommunication

Required

A state Property and Casualty license, and/or 2+ years of experience in personal lines insurance

Bachelor's degree (B.A.) from four year College or university; or two to three years related experience and/or training; or equivalent combination of education and experience

Basic computer/email skills

Ability to multitask in fast paced environment, handling a high volume of transactions

Demonstrated ability to communicate effectively to individuals and small groups

Must be comfortable with extremely automated environment