AVN - Customer Service Representative

UNAVAILABLE; Easton (Northampton County); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a motivated Customer Service Representative to join their dynamic team. This role involves maintaining and updating agency records, processing policy cancellations and reinstatements, and preparing essential insurance documents. The ideal candidate will possess strong communication skills and a keen attention to detail, ensuring compliance with agency policies and providing excellent support to clients. Join a company that values collaboration and offers comprehensive benefits, including medical, dental, and generous paid time off. If you're ready to make a positive impact in a supportive environment, this could be the perfect opportunity for you!

Benefits

Medical insurance

Dental insurance

Life insurance

Disability insurance

401k

Generous paid time off

Qualifications

• 1+ years of experience in a related position preferred.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Maintain and update agency records accurately.
• Process cancellations and reinstatements in a timely manner.
• Prepare and distribute insurance documents as requested.

Skills

Self-motivated

Proficient reading

Writing skills

Grammar skills

Mathematics skills

Proficient computer skills

Interpersonal relations

Communicative skills

Problem-solving skills

Education

High school diploma or equivalent

Job description

Overview

Alera Group is looking for a Customer Service Representative. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

• Maintain and Update Agency Records: Ensure the Activity List in the Agency Management System is accurate and up to date while maintaining thorough documentation of client interactions and transactions.
• Process Cancellations and Reinstatements: Handle daily policy cancellations and reinstatements, ensuring timely and accurate processing while assisting with direct bill questions, issues, and reinstatements as needed.
• Prepare and Distribute Insurance Documents: Generate and send Proof of Insurance documents, including Certificates of Insurance, Evidence of Property Insurance, Auto ID Cards, and FR19s, via mail or email per client and agency requests.
• Manage Insurance Carrier Correspondence: Download and assign policies, renewals, endorsements, audits, recommendations, and other important notices from carrier websites to the appropriate Account Manager.
• Support Agency Operations and Compliance: Provide backup support for receptionist and administrative tasks, coordinate with internal departments for smooth workflow, and ensure adherence to agency policies, regulatory requirements, and best practices.

Qualifications

• Education/Training – A high school diploma or equivalent.
• Skill(s) – Self-motivated, proficient reading, writing, grammar, and mathematics skills; proficient computer skills; proficient interpersonal relations and communicative skills; visual and auditory skills; problem solving skills.
• Experience - A minimum of one (1) years’ experience in related position(s) preferred.

Additional Information

This job requires presence in the office on a regionally remote schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.