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
Client Care Representative (Commercial Auto Advisor)
Builds
Commercial auto insurance policies and fleet coverage solutions
Domain
Insurance / Commercial Auto
Deliverable
client delivery
Required skills
client service, policy documentation, account management, communication, Microsoft Office proficiency
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, answer account related questions/requests from clients, provide policy and coverage information to clients upon request or inquiry