Job Description
Job Description
- Native-level Japanese fluency, including reading and writing, is required for this position*
- We often work from home, but candidates must be reside within 50 miles of our Torrance office and be willing to come in as needed, at manager's discretion*
- This is a career-track position; this role is the starting point for building a career in the commercial insurance industry.
We are growing, and are looking for people who want to grow with us.*
Summary
Under the direction of the Senior Vice President, the Customer Service Representative services a book of
commercial lines business. Works with Account Managers, Account Representatives, Account
Executives, and Client Executives in handling all the inside service work associated with the client's
program, including all endorsement activity, routine coverage questions, problem solving, renewal
control, preparation of formal proposals, checking and booking policies.
Essential Duties & Functions
Other duties may be assigned.
- Responsible for intake, issuance, and distribution of all certificates of insurance.
- Process all policy change requests includes but is not limited to the following; endorsement
change, invoicing additional premiums preparing check request, mailing documents, etc.
Work with Account Representative, Account Manager, Account Executive, Client Executive,
prepares annual and / or interim insurance policy audits, Insurance applications.
Work with Account Representative, Account Manager, Account Executives, and Client
executives to prepare client policy renewals and preparing proposals.
Under the direction of the Account Manager, Account Executive, assist with preparing
broker of record letter, new account set-up, competitive bids.
Under the direction of the Account Manager, Account Executive, assist with billing of
premiums associated with policy transactions.
- Inputs and maintains record of all activities in AMS 360 and ImageRight.
- Participate in seminars and educational classes for development of skills and knowledge.
- Provides high quality of work with professional demeanor and technical accuracy.
- Performs miscellaneous duties and projects as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. Reasonable accommodations may be made to enable qualified individuals with
disabilities to perform the essential functions.
High school diploma or general education degree (GED) and minimum two-years related
experience and / or training preferred.
- Proficient with MS Office Suite.
- Strong mathematical and analytical skills.
- Excellent verbal and written communication skills.
- Exceptional customer service skills.
- Ability to exercise independent judgment.
- Ability to work independently and make accurate decisions and demonstrate good
judgement.
- Must obtain and maintain active P&C insurance license within 6 months of hire.
- Maintain positive working relationships and clear communication with co-workers, vendors and insurance carriers.
- Detail oriented with excellent organizational and time / project management skills.
Work Environment :
The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this job. Reasonable accommodations may
be made to enable individuals with disabilities to perform the essential functions.
High pressured, fast-paced environment with significant telephone and personal disruption. Large
number of multiple steps in complex system performed with accuracy and speed is essential to the
successful completion of tasks.
The above job description identifies the essential job functions and skills needed by the person or
persons assigned to this position. These job functions and skills are not intended to be a complete
and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential job functions. The
information contained herein is subject to change at the Company's discretion.
Job Posted by ApplicantPro