Gregory & Appel ยท 1 week ago
Customer Service Associate, Commercial Lines
Indianapolis, IN
Full-time
Onsite
New Grad, Entry LevelGregory & Appel is seeking a detail-oriented professional to join their team as a Commercial Lines Customer Service Associate. In this role, you will provide support to Account Managers by performing administrative functions on assigned accounts and ensuring accurate processing of policy documents and client requests.
B2BFinancial ServicesHuman Resources
Responsibilities
Assist AM or SAM with new and renewal business
Order Loss Runs
Prepare Draft Renewal Coverage Summary
Prepare appropriate communications using email templates
Navigate carrier websites and input change requests when applicable with a high degree of accuracy
Order Endorsements for policy changes at the direction of the AM or SAM
Checks carrier generated documents for accuracy including, but not limited to, policies, endorsements, audits, and cancellations
Communicate, follow-up if needed, and secure corrections, with documentation, from all carriers on policy discrepancies
Process Certificates of Insurance and Evidence of Property documents
Invoice transactions accurately including, but not limited to, endorsements, cancellations and audits
Prepare and mail/e-mail policy documents including, but not limited to, policies, endorsements, auto ID cards, audits, and cancellations
Respond to client requests professionally and within 24 hours of receipt
Follow-up on open tasks/activities daily
Process un-routed attachments daily
Update Applications in agency management system as
Must be able to work during regular working hours as established by the agency
Qualification
Required
High School Diploma or equivalent
Property & Casualty license will be obtained upon hire
Willingness to pursue continuing education (INS, CISR, ACSR, etc.)
Good organizational, verbal and written communication skills necessary
Ability to utilize computer programs and understand functionality
Basic computer and word processing skills required
Basic knowledge of standard billing and invoicing practices
Ability to maintain a positive attitude, express enthusiasm and be flexible
Ability to work independently or as part of a team
Appropriately attired for professional office environment
Maintains a professional, helpful and courteous demeanor with clients, carrier personnel, and agency personnel
Company
Gregory & Appel
Gregory & Appel is an independent risk management advisor helping people and businesses navigate the complexities of insurance and employee benefits.
Founded in 1884
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Appel
President and Chief Executive Officer
Recent News
2024-10-24
Company data provided by crunchbase