Jefferson Bank · 13 hours ago
Commercial Lines - Customer Service Representative
San Antonio, TX, US
Full-time
Onsite
Entry Level
1+ years expJefferson Bank is seeking a Commercial Lines - Customer Service Representative to provide assistance to account executives in handling and processing new and renewal commercial lines business. The role involves coordinating expirations, providing customer service, preparing marketing materials, and ensuring accuracy in insurance policies.
BankingFinanceFinancial ServicesLending
Responsibilities
Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain renewal list updates for accounts
Provide in-house customer service to clients as assigned and requested
Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier
Check new and renewal policies for accuracy in rating, language, coverages, signatures, and input transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client
Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the producer/Account executive when necessary
Initiate, screen and prepare endorsement requests for Commercial Lines clients. Always copy Account Executive
Prepare and process cancellations and endorsements when required, including invoicing or crediting premium changes. Always copy Account Executive
Prepare Auto ID cards, electronically and hard-copy (if client desires) and send out
Prepare and process all requests for certificates of insurance as required within 24 hours of request
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items
Be familiar with and follow agency E&O guidelines
Maintain electronic and/or paper files in an orderly, up-to-date manner
Perform special projects at management’s request
Qualification
Required
Minimum of one year of experience in similar position
Must be licensed by the Department of Insurance for the state of Texas – General Lines Agency License
High School Diploma/GED or equivalent
Ability to work in sales environment
Excellent customer service skills to include good verbal and written communication
Must be able to communicate face to face with customers
Proven organizational skills with ability to multi-task and follow assigned tasks through completion
Must be able to focus on details and be accurate
Ability to work independently with minimal supervision
Must be accustomed to a fast-paced office environment
Must be able to lift, push, and pull files up to 15 pounds
Must be able to maneuver in an office environment
Must be able to see and read from computer screens to communicate with clients
Must be able to type on keyboard to compose emails and other communications
Must be able to sit or stand for long periods of time
Must be able to speak to communicate with clients both one on one and on the phone
Must be able to drive and have reliable transportation to meet with clients
Excellent computer literacy in Microsoft programs (Outlook, Word, Excel, and PowerPoint)
Proficiency with Adobe applications and various search engines
Ability to operate office equipment such as copiers, scanners, shredders, fax machines, and other electronic devices
valid driver's license is required
Preferred
Two years of experience would be preferred
Company
Jefferson Bank
Jefferson Bank provides checking, savings, loans, mortgages, online banking and wealth management services to individuals and businesses.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Goetz
Senior Executive Vice President & CFO
Mitchell Walker
Executive Vice President - Chief Operating Officer
Company data provided by crunchbase