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Customer Service Representative in Fort Lauderdale, FL at Risk Strategies

Date Posted: 11/7/2018

Job Snapshot

Job Description

Job Summary:

The Customer Service Representative will be responsible for servicing a book of Commercial Lines accounts. The CSR will assist the department by being responsible for Broker quotes, examination of policies, endorsements and comparison to binders and expiring policies for the team.

Primary Responsibilities and Duties:

The job duties of a Customer Service Representative include, but are not limited to:

  • Responsible for servicing a commercial book of business- marketing, servicing, renewal negotiation, problem resolution, reviewing and rating
  • Maintain productive business relations and engage in extensive contact with clients, producers and underwriters
  • Ensure client has continuous and proper coverage and advise client of any change recommendations
  • Rounding out and cross selling book of business to reach agency/department growth goals
  • Responsible for the integrity of policies and related documents
  • Apply knowledge of coverages and forms to research and reconcile discrepancies
  • Prepare specifications, applications, underwriting data and related information in the marketing of insurance products
  • Produce business proposals and deliver to producers
  • Manage all aspects of account administrations
  • All other duties as assigned by management as needed


Job Requirements

  • College degree preferred
  • Professional Office experience of 1-3 years required
  • Must possess a developing knowledge or an expressed interest in insurance markets
  • Possess excellent verbal and written communication skills
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite