Personal Lines Customer Service Representative
Posted on: 1 Feb 2021
Greensboro, NC
Job Description
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Service the book of business that is assigned; including renewals and new business, underwrite and place new accounts, coordinate processing and payment of claims between insured and company, collect premiums for assigned accounts, cross sell accounts, provide continuing service and advice to the client and producers.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Respond to inquiries from Agency insured and prospects.
2.Assist in collections for assigned accounts by calling or writing the insureds.
3.Call company to cancel for nonpayment if applicable (Agency billed accounts only).
4.Complete applications and rate and quote risks for new and renewal business.
5.Set up new files.
6.Maintain account files, checking and updating account information; purging as appropriate.
7.Process miscellaneous changes and endorsements and cancellations.
8.Prepare policies and endorsements for delivery or mailing.
9.Solicit coverages or expiration dates for coverages not carried by the agency.
10.Maintain expiration list and suspense file for assigned accounts.
11.Invoice accounts on all assigned accounts.
12.Take claim reports and forward them to company.
13.Maintain claim records checking and updating information.
14.Maintain prospect list for new and canceled (preferred accounts) update and delete as required.
15.Call for expiration dates of prospects.
16.Prior to renewal, prepare key accounts for review, assemble and update entire file and account information and prepare recommendations for upgrading coverages.
17.Data entry
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Grade assignment based primarily upon the individual's level of experience and production capacity.
2.Additional consideration will be given to the size and nature of assigned market.
3.High school diploma or equivalent
4.Two years of insurance business experience (or equivalent education and related training)
5.Appropriate insurance licenses
6.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
7.Ability to travel, occasionally overnight
Desired Skills:
1. Knowledge of and/or ability to learn Insurance Services automation system
SunTrust Banks
Atlanta, GA
SunTrust Banks, Inc. operates as the holding company for SunTrust Bank that provides various financial services for consumers, businesses, corporations, institutions, and not-for-profit entities in the United States. It operates in two segments, Consumer and Wholesale. The Consumer segment provides deposits and payments; home equity and personal credit lines; auto, student, and other lending products; credit cards; discount/online and full-service brokerage products; professional investment advisory products and services; and trust services, as well as family office solutions. This segment also offers residential mortgage products in the secondary market.
The Wholesale segment provides capital markets solutions, including advisory, capital raising, and financial risk management; asset-based financing solutions, such as securitizations, asset-based lending, equipment financing, and structured real estate arrangements; cash management services and auto dealer financing solutions; investment banking solutions; and credit and deposit, fee-based product offering, multi-family agency lending, advisory, commercial mortgage brokerage, and tailored financing and equity investment solutions. This segment also offers treasury and payment solutions, such as operating various electronic and paper payment types, which comprise card, wire transfer, automated clearing house, check, and cash; and provides services clients to manage their accounts online.
The company offers its products and services through a network of traditional and in-store branches, automated teller machines, Internet, mobile, and telephone banking channels. As of December 31, 2018, it operated 1,218 full-service banking offices located in Florida, Georgia, Virginia, North Carolina, Tennessee, Maryland, South Carolina, and the District of Columbia. SunTrust Banks, Inc. was founded in 1891 and is headquartered in Atlanta, Georgia.
-
IndustryBanking/Financial Services
-
No. of Employees22,899
-
Website
-
Jobs Posted2598
