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Conexus Insurance Partners

Job description &ndash; CORE Commercial Lines Customer Service RepresentativePosition: CORE Commercial Lines Customer Service Representative (CSR)Role: This position assists Account Managers in the onboarding of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of the Account Managers and Producers as defined in the primary duties below.Primary Duties:1. Promote and uphold the Company Core Values2. Provide Support to Current Client Relationships3. Assist the renewal process4. Change requests5. Claims6. Process insured cancellations7. Prevent E&amp;O exposures8. New BusinessTasks associated with Primary Duties:1. Promote and uphold the Company Core Values<ul><li>Become familiar with agency Core Values, Core Focus, Target Market, Our Three Uniques, Proven Process, and Guarantee</li><li>Incorporate company culture with all clients and co-workers</li><li>Upon request, assist with developing process and procedures for agency operations</li><li>Upon request, assist with training new hires or existing team members</li></ul>2. Support Client Experience<ul><li>Assist Account Manager with research and/or data collection needed for servicing policy renewal or additional coverage recommendations</li><li>Prompt issuance of certificates of insurance and auto ID cards</li><li>Timely processing and delivery of policies and endorsements</li></ul>3. Assist the renewal process<ul><li>Review renewals with Account Managers 60 days prior to the policy&rsquo;s expiration date</li><li>Assist in gathering renewal information (non-client facing) for Account Managers</li><li>Retrieve direct-bill renewals from carrier website 60 days prior to renewal date</li><li>Ensure direct bill policies are renewed in Epic once the renewal is issued by the carrier:</li></ul>o Update Acord applications(s)o Attach all necessary correspondenceso Complete designated tasks<ul><li>Requote/Rewrite</li></ul>o Assist with gathering underwriting information as directed by account manager.<ul><li>Pend for receipt of renewal policy for processing. Once received:</li></ul>o Verify the policy for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; renewal in Epico Attach policy in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account Manger<ul><li>Update/attach current endorsement attachments in CSR24.</li><li>Issue renewal batch certificates/EOI&rsquo;s</li></ul>4. Change requests<ul><li>Initiate change request in Epic at the direction of Account Manager</li></ul>o Create change activity in Epic (Include detail of change in activity note)o Update Acord application(s)o Attach written requestso Attach emailed to and from carrierso Attach change summary if done online<ul><li>Pend for receipt of endorsement from the carrier. Once received:</li></ul>o Verify the endorsement for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; endorsement in Epico Attach endorsement in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account Manger<ul><li>Follow up with carrier if endorsement has not been received in a timely manner</li></ul>5. Claims<ul><li>Report claim to the appropriate carrier at the direction of Account Manager</li><li>Attach all documentation in Epic</li><li>Follow up with the carrier for claim number and adjuster contact information</li></ul>6. Process Insured Cancellations<ul><li>Create LPR in Epic and initiate the appropriate activity at Account Manager&rsquo;s request</li><li>Send LPR to client for signature</li><li>Submit cancellation request and signed LPR to the carrier</li><li>Update CSR24 template(s) to reflect cancelled coverage</li><li>Once final cancel endorsement is received, issue cancellation in EPIC and attach</li><li>Email final cancellation endorsement to the client</li></ul>7. Prevent E&amp;O exposures<ul><li>Notify Account Managers of significant changes on direct bill renewals</li><li>Review new and renewal polices for accuracy, proper coverage, and endorsements/exclusions</li></ul>8. New Business<ul><li>Information gathering (non-client facing) and updating Epic as directed by Account Manager</li><li>Creating CSR24 certificates and EOI templates</li><li>Processing</li></ul>o Obtain new policy from the carrier. Once received:o Verify the policy for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; policy in Epic or confirm downloado Attach policy in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account ManagerPerformance Expectations:1. Renewal process started 60 days prior to renewal2. Keep up to date on activities and tasks in Epic &ndash; no more than 5 past due activities at any given time.3. Efficient and accurate documentation in Epic4. Follow customer service standards as per agency guidelines5. Fulfill state(s) continuing education requirement and keep insurance license current6. Ensure that a backup team member is trained and in place to handle daily tasks when you are not availableJob Type: Full-timePay: $48,000.00 - $58,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Experience:<ul><li>Commercial Insurance: 1 year (Required)</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>License/Certification:<ul><li>Colorado Property/Casualty Insurance License (Required)</li></ul>Ability to Commute:<ul><li>Broomfield, CO 80020 (Required)</li></ul>Work Location: Hybrid remote in Broomfield, CO 80020

CORE P&C Insurance CSR (Cust Servc Rep) /Assistant Account Manager - REMOTE HYBRID

Join Conexus Insurance Partners and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Conexus Insurance Partners

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CORE P&C Insurance CSR (Cust Servc Rep) /Assistant Account Manager - REMOTE HYBRID