Insurance Customer Service Rep

Security Service Federal Credit Union; San Antonio (TX); On-site; USD 35,000 - 45,000; Full time

Job summary

A financial services organization in San Antonio is seeking an entry-level professional to manage insurance endorsements and documentation. Candidates must have a high school diploma, a Property & Casualty License, and familiarity with systems like Vertafore. This full-time role requires excellent communication skills and a sense of urgency to meet customer needs.

Qualifications

• High school diploma or equivalent required.
• Property & Casualty License needed.
• Experience using Vertafore/AMS360 or similar systems.

Responsibilities

• Complete endorsements with carriers at request.
• Create new business submissions and send to market.
• Issue certificates of insurance and process premium finance contracts.

Skills

Communication skills

Ability to learn insurance processes

Attention to detail

Education

High school diploma or equivalent

Property & Casualty License

Tools

Vertafore/AMS360

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

Responsibilities

Complete endorsements with carriers at request of account managers or executives. Issue certificates of insurance, ID cards, and other miscellaneous proof of coverage documents. Create new business submissions and send to market. Create miscellaneous Acord forms as requested by account manage or executive. Create and process premium finance contracts. Meets service standards for volume, timeliness, and quality. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.

Requirements

High school diploma or equivalent. Property & Casualty License. A sense of urgency in all actions due to the time restraints incumbent to insurance and customer need. Experience using Vertafore/AMS360 or similar Agency Management System. Knowledge of Microsoft Word, Outlook, and Excel. Perform a large number of steps in complex system with accuracy and speed.

Preferred Skills

Be able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately. Aptitude and desire to learn commercial insurance coverage and multiple new systems and processes. Bilingual (Spanish) is a plus.

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Other