Insurance Services Representative Ii
Handled all customer relations issues in a gracious manner and in accordance with company policy.Analyzed new or renewal policies against the binder and the expired policy.• Handled phone and email inquiries from insurance companies, identified and prepared premium finance quotes/agreements and sent renewal quotes to clients.• Identification cards and policy endorsements to support acquisition and retention of profitable business.• Provided additional support to all departments including responding to customer inquiries, check processing and other various tasks.• Created letters documenting contact and endorsement changes to client. Ordered system letters for missing information and approvals, created free form letters, and ensured that proper documentation was recorded.• Entered and retrieved information of varying complexity using appropriate computer system applications to update records, process insurance applications and obtain information to others. • Demonstrated open and positive behavior in support of operations' goals. Provided informal guidance to co-workers and back-up support in the absence of others.