CSR I - Policy Services

- Provides quality customer service by communicating and processing transactions by phone, e-mail, chat, and written correspondence with insureds, agents, administrative assistants, mortgagees, lienholders, and other departments.

- Logs all interactions via phone, e-mail, and chat into a software application to ensure that we have a detailed interaction history logged for each interaction.

- Performs duties associated to policy billing systems. This may include but is not limited to working reports related to policies/bill accounts, submitting system issue tickets to IT, and working on other special projects as defined by management.

- Reviews and evaluates Driver and Audit Surveys and makes appropriate changes to the policy(s) based on that evaluation.

- Responsible for working transactions for multiple lines of business.

- Associate degree required or may substitute two years of closely related work experience for two years of college. One or two college accounting courses preferred.

- Regular and predictable attendance is required. - Assist with special projects as defined by management. - Process policy audits and mail. - Review policy and billing documents for accuracy prior to mailing. - Receive and process payments. - Verify coverage for Claims Department. - Process certified policy documents. - Provide letters of experience. - Other duties as assigned