Client Care Representative - Commercial Auto Advisor
Core
Provide exceptional service to fleet clients by managing commercial auto policies, processing documentation, and maintaining long-term relationships.
Role type
Commercial Auto Insurance Advisor
Builds
Commercial auto insurance policies and coverage solutions for fleet clients
Domain
Insurance / Commercial Auto
Required skills
Client service, policy documentation processing, coverage knowledge, Microsoft Office proficiency, attention to detail
Preferred skills
Commercial Auto/Fleet experience, Level 2 insurance license
Responsibilities
Service and maintain existing fleet accounts, process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements), review and ensure accuracy of policy documentation, contact clients for renewal information, take client calls and answer questions regarding coverages, update client information and policies as changes occur, provide policy and coverage information to clients upon request or inquiry