Provide agent-facing policy servicing: issuance, endorsements, cancellations, payment research, and compliance. Hybrid role in Tampa/Vero Beach for Orchid Insurance, a Brown & Brown company.
Responsibilities
Answer phones, chats, and emails to solve customer service issues, questions, or concerns
Research policy payment history
Create and issue new and renewal insurance policies and invoices
Obtain and organize documentation required by states and/or carriers
Process and issue endorsements and invoices when applicable
Process cancellations and invoices when applicable
Issue notices of cancelation and non-renewals in accordance with state specific guidelines
Solve and/or correct agency request discrepancies or processing errors
Evaluate documentation and information to determine compliance with regulations or standards
Handle confidential information with tact and discretion
Partner with other departments, agents, and carriers to resolve issues and address needs
Follow Standard Operating Procedures for all tasks performed and provide feedback to Leads and Supervisor for revisions
Reflect a positive attitude toward others
Cross train with peers and other departments
Requirements
High School diploma or equivalent
Aptitude to learn multiple computer systems
Aptitude to learn a large volume of insurance underwriting concepts
Proficiency with Microsoft Office Package (Excel, Word, Outlook)
Ability to work independently or in a team environment to achieve common goals
Knowledge of data processing capabilities and procedures
Ability to demonstrate, understand, and apply department values: communication, accuracy, reliability, and excellence
Typing 50+ wpm preferred
Excellent communication skills, both written and verbal
Associate degree or higher preferred (optional)
1+ year of experience in customer service or related field (optional)
General knowledge of standard insurance concepts, underwriting practices, and procedures preferred (optional)
Experience using the Salesforce platform preferred (optional)
2-20 General Lines Agent License
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
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