Client Service Representative
Grande Prairie, AB, Canada
Job Description
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General Description As a Client Service Representative (CSR) you will report directly to your Account Manager and contribute in the servicing of client requests. Specific duties that a CSR would be expected to perform are as follows: Client Service
- Focus on client service including timely response to telephone, email and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
- Ensure the proper and appropriate use of procedures, including brand maintenance, as designated by the Processing Department when performing the tasks below:
- Prepare correspondence, pink cards, endorsement requests, client record books, schedules, finance contracts, invoices, cover notes and cancellation requests, as determined.
- Coordinate and prepare certificate requests such as mortgagee requests, lessor, loss payable, additional insured\xe2\x80\x99s, CSIO, ISNetWorld.
- Update TAM and assist with all schedules & new business submissions as required.
- Create accurate invoices for endorsements, renewals, policy audits, memos, binder bills and financing.
- Maintain, update and organize computer and paper files utilized by the department.
- TAM \xe2\x80\x93 keeping policy information updated and accurate; creating appropriate abeyances; completing all abeyances as requested.
- Mail \xe2\x80\x93 incoming mail (Canada Post, ICS and Courier) sorted, time stamped and processed into the system.
- Mail \xe2\x80\x93 outgoing; letters, envelops, prepare all courier way bills, accurate mailing labels and appropriate postage.
- Scanning & Filing \xe2\x80\x93 Put away all roll cart files and drop filing.
- Light office duties as assigned.
- Other duties that may be assigned.
- Report any problems on potential lost accounts before occurrence to the Team Lead [Business Service Specialist]
- Take all steps to avoid Errors & Omissions, and report any potential E&O to the [Business Service Specialist]
- Attend and participate in Team meetings, general staff meetings and company functions
- Abide by and adhere to the policies and procedures as outlined in the CMB Policies & Procedures Manual.
- Utilize the Agency Manager, Microsoft Office Suite, APF Finance and ISNet World programs
- 1-2 years of experience with in an insurance environment or professional business environment.
- 1-2 years of experience with in a team environment in a customer service position.
- Working towards, or is currently, Level 1 or Level 2 Licensed Insurance Agent.
- Dental care
- Extended health care
- Paid time off
- Vision care
- Monday to Friday
- Grande Prairie, AB: reliably commute or plan to relocate before starting work (preferred)
- Bachelor\'s Degree (preferred)
- Customer service: 1 year (preferred)
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Job Detail
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Job IdJD2138644
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGrande Prairie, AB, Canada
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EducationNot mentioned