STRADA Search Group
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Agency Service Representative
Troy, MI
IDj-331Posted 1/24/2024

Descriptive Summary

The ASR works closely with the Commercial Lines Account Manager to ensure administrative processing duties are completed within agency standards and procedures. Administrative processing duties include policy change requests, proof of insurance, endorsements, cancellations, audits, agency bill invoicing, initial checking of policies and preparation of policies for delivery to customer. The ASR also assists the Account Manager with ordering loss runs, creating marketing folders and other tasks.

Key stakeholders include the account manager, producers, and customers.

Key Accountabilities

  • Support account managers and producers by ensuring a quality work product and delivering an exceptional customer experience while maximizing productivity.
    • Prioritize tasks, be attentive to detail, achieve service standards and meet deadlines based on agency service standard timelines.

    • Engage with account managers as needed to complete complex tasks.

    • Build and maintain effective collaborative relationships to identify and improve work processes.

  • Proactively perform core ASR duties with consistency and timeliness.
    • Review change requests and proof of insurance to ensure provided information is complete.
    • Ensure timely processing of policy change requests, proof of insurance, cancellations and audits, and creation of control docs for scanning and attaching scanned policies in AccuraImage.

    • Ensure all policies and endorsements are accurate, request corrections as needed, file and forward to customer as appropriate in a timely manner.

    • Perform initial check of all new business and renewal policies and endorsements.

  • Ensure extraordinary customer satisfaction and maximum company-wide efficiency.
    • Take initiative and strive to perform beyond stakeholder expectations.
    • Foster effective working relationships within the team, with producers and across agency locations.
  • Ensure all procedures and unified processes are followed.

    • Maintain compliance with all company policies.

    • Secure and properly handle all private/sensitive agency and customer information (medical, social security numbers, drivers’ licenses, financials, etc.).

    • Perform data entry functions and ensure accuracy of agency management system and/or specific rating and underwriting systems.
    • Input data schedules or Import/Export data schedules into agency management system.
  • Perform receptionist duties when necessary.
  • Pursue a development program for professional and personal growth.

Experience & Qualifications

  • Insurance knowledge preferred
  • Excellent organization, planning, and prioritization skills
  • High level of computer proficiency
  • Work equally well independently and as a team
  • Excellent written and verbal communication skills
  • Strong analytical, problem solving and judgment skills
  • Self-starter and results-oriented team player with a constant focus on improving process
  • Ability to work efficiently with little direction in fast-paced environment
  • Working knowledge of AMS360 account management system is preferred
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