Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Customer Service Representative to their dynamic Foundation Risk Partners Professional Risk team.

This is a full-time on-site position located in Huntersville, North Carolina.

Summary

• Consistent, quality service provided to clients, carriers, and coworkers
• Assisting Account Managers with accurate and timely record keeping of all client transactions within our agency management system; including, but not limited to reviewing & updating policies, updating client details, processing endorsements, and audits.
• Providing client support related to billing, claims and requests for information
• Contributing to the efficient operations of the team, so deadlines are met.
• Commitment to the Agency’s Culture Code; creating connection internally and externally, and assisting producers to unburden clients from risk

Specific Responsibilities Include:

• Managing delivery of all insurance documentation; e.g. policies, endorsements, certificates, Auto Id cards, etc.
• Assisting in the preparation and gathering of insurance information required at various times
• Communicating with team prior to renewal to prepare and discussing pre-renewal process on a client level
• Managing and assisting the claims reporting and documentation process
• Providing technical and administrative support to the Service Team
• Answering incoming calls and emails. Forwarding to producer/account manager as needed
• Collecting, processing, and distributing mail, if required
• Posting incoming payments to accounts and ledgers, if required
• Processing bank deposits, if required
• Maintaining active Property and Casualty License

Performance Expectations

• Service carrier and clients in a manner to avoid exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval
• Ensure all certificates are issued as soon as possible after renewal, no later than 24 hours of confirmation of coverage
• Ensure all interim certificates requests are satisfied within 24-48 hours of request
• Issue renewal packets to clients no later than 90 days prior to policy renewal date
• Handle incoming calls and email communication in a timely, friendly and professional manner
• Sort, distribute and scan mail as necessary on the same day as receipt
• Post receipts and deposits  same day, if required
• Pull or request loss runs within 24 hours of request
• Maintain current, consistent, detailed documentation of all client and carrier activity, phone conversations, and correspondence in Agency management system.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties if required
• Participate in seminars and classes for skill and knowledge development
• Applied Epic experience is a plus!