Express Account Specialist
Core
Manage day-to-day Express business customer service inquiries via phone and email, responding with professional excellence within prescribed times.
Role type
Customer service specialist (insurance)
Builds
Customer support and policy administration for Express business customers and brokers
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Property & casualty insurance experience, policy and coverage knowledge, certificate issuance, endorsement processing, online system navigation, risk eligibility assessment, prospect follow-up, insurer relationship management
Preferred skills
Professional insurance designation, college degree
Technologies
Microsoft Outlook, Word, Excel, proprietary insurance software
Responsibilities
Respond to customer service inquiries via phone and email, work with team leaders and carriers on policies and coverages, process certificates and endorsements, maintain familiarity with Express programs and guidelines, answer policy questions for brokers and customers, review daily bound reports for risk eligibility, follow up on and sell to prospects and agents
Seniority
Entry to intermediate, moderate supervision