Join careerzynith, a leading Business Solutions company, as we continue to revolutionize the way small- and medium-sized businesses ("SMB") grow, manage, and protect their operations. With a wide range of innovative products and services, careerzynith has been a trusted partner to SMBs across all 50 states since 1999. As an Associate Customer Service Representative – Commercial Lines I, you will play a vital role in assisting our Customer Service Representatives (CSRs) in writing new business and servicing existing clients. If you're passionate about delivering exceptional customer experiences, have a strong work ethic, and are eager to grow your career in the insurance industry, we encourage you to apply.
**About careerzynith**
careerzynith is a financial holding company that provides a comprehensive suite of business and financial solutions to the SMB market. Our subsidiaries offer a range of products and services, including banking, business lending, electronic payment processing, technology solutions, eCommerce, accounts receivable financing, inventory financing, insurance solutions, web services, and payroll and benefits solutions. With a strong presence in all 50 states, careerzynith has established itself as a trusted partner to SMBs, helping them grow their sales, control their expenses, and reduce their risk.
**Job Responsibilities**
As an Associate Customer Service Representative – Commercial Lines I, you will be responsible for assisting CSRs in the following key areas:
* Managing the insurance service email box daily and reviewing and processing insurance certificates
* Assisting in following up on past due payments to carriers and finance companies as needed
* Obtaining underwriting information, preparing applications and specifications for renewal and new business submissions as directed by management
* Requesting loss runs from carriers to remarket and provide renewal quotes as needed
* Preparing certificates of insurance per client requests
* Pulling renewal client policies from carrier portals and inputting into client files (ImageRight)
* Billing all direct bill renewal policies
* Collaborating with CSRs on sending policies out to respective clients
* Updating AMS360 policy line of coverage for each renewal
* Assisting CSRs with reviewing existing policies and endorsements, requesting changes to the carrier with appropriate follow-up
* Preparing schedules of insurance, preparing I.D. cards, binders, certificates of insurance, and issuing finance agreements
* Returning phone calls and responding to emails in a timely manner
* Assisting with answering calls within the CSR chat
* Following up and sending out policy audits related to worker's compensation, general liability, etc. to respective clients
* Completing the New Business Checklist to ensure new business clients have been onboarded correctly
* Creating and ensuring all clients have an InsurLink account
* Maintaining accounts in Client Portal and setting status to active/inactive and sending invites to access portal to clients. Update team members via email
**Qualifications**
To be successful in this role, you will need to possess the following qualifications:
* High School or GED with equivalent experience and a minimum of 2 years of customer service experience in the insurance industry (college degree preferred)
* Valid Property and Casualty License (P&C) and provide copy for file
* Ability to learn and achieve the ability to read policies and break down coverage
* Ability to learn and achieve a good understanding of the appropriate markets and their relative business model
* Sense of urgency and ownership when dealing with clients and prospects of careerzynith
* Ability to actively listen, understand the customer's needs (both spoken and implied)
* Attention to accuracy and detail in processing information
* Ability to differentiate between agency bill clients and direct bill clients
* Ability to multi-task in a fast-paced environment and act with a sense of urgency
* Ability to communicate clearly, effectively, and concisely, both orally and in writing with assistance from management
* Strong focus on time management, planning, and organization skills
* Ability to work independently as well as in a team
* Gain a good level of knowledge of company products and solutions (a plus)
* Embrace change with the willingness to continue learning and developing skills
* Collaborate, cooperate, and share knowledge with working relationships
* Strong work ethic
* Flexible to work within the designated work schedule as business needs change (i.e., late night, weekends, holidays, etc.)
* Learn and gain a basic knowledge of how to use Agency Management System, experience with AMS360 a plus
* Strong data entry skills with accuracy and ability to navigate among multiple systems
* Gain a level of competency in Windows-based computer applications (Microsoft Office; Excel, Word, and Outlook) and internal systems such as NewTracker, AMS360, ImageRight, etc.
**Essential Skills and Competencies**
To excel in this role, you will need to possess the following essential skills and competencies:
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment with multiple priorities and deadlines
* Strong organizational and time management skills
* Ability to learn and adapt quickly to new systems, processes, and technologies
* Strong analytical and problem-solving skills
* Ability to work independently and as part of a team
* Strong attention to detail and accuracy
* Ability to maintain confidentiality and handle sensitive information
* Strong customer service skills and ability to provide exceptional customer experiences
**Career Growth Opportunities and Learning Benefits**
careerzynith is committed to providing our employees with the opportunity to grow and develop their careers. As an Associate Customer Service Representative – Commercial Lines I, you will have access to:
* Ongoing training and development programs to enhance your skills and knowledge
* Opportunities for career advancement and professional growth
* Collaborative and supportive work environment
* Recognition and rewards for outstanding performance
* Competitive salary and performance-based bonus program
* Comprehensive benefits package, including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match
**Work Environment and Company Culture**
careerzynith is a dynamic and fast-paced organization that values innovation, teamwork, and customer satisfaction. Our work environment is collaborative and supportive, with a strong focus on employee development and growth. As an Associate Customer Service Representative – Commercial Lines I, you will be part of a talented team that is passionate about delivering exceptional customer experiences and driving business growth.
**Compensation, Perks, and Benefits**
careerzynith offers a competitive salary range of $45,000 to $55,000 per year, as well as a comprehensive benefits package, including:
* Medical, dental, and vision insurance
* Supplemental benefits, including life insurance and disability insurance
* 401(k) savings plan with an employer match
* Performance-based bonus program
* Paid time off and holidays
* Flexible work schedule and remote work options
**How to Apply**
If you are a motivated and customer-focused individual with a passion for the insurance industry, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!
**Equal Opportunity Employer**
careerzynith is an Equal Opportunity Employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion.