Customer Service Agent

Client support:

• Monitor and process emails in agency inboxes and route renewal items to the correct Account Manager.
• Respond to client inquiries regarding policy changes and other service needs.
• Assist clients in filing and updating insurance claims.

Administrative tasks:

• Process or route certificate of insurance (COI) requests.
• Prepare and process renewal certificates and associated documentation.
• Record all client interactions and update agency management system files accordingly.

Collaboration:

• Participate in team meetings, carrier webinars, and continuing education classes.
• Collaborate effectively with others using professional communication and a team-oriented approach.
• Maintain strong relationships with clients, carriers, vendors, and colleagues.