Service Associate - Private Client Services

SUMMARY

Responsible for providing customer service, clerical and Epic support to the team. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Creates documents in Epic for policy changes;

•    Notifies carriers of policy changes;

•    Orders and prepares loss runs and motor vehicle reports;

•    Pulls policy declaration pages as needed;

•    Creates Insurance certificates;

•    Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High School Diploma or equivalent combination of education and experience

Zero (0) or more years of related work experience required

SKILLS

Good verbal and written communication skills

Good customer service skills and listening skills

Good organizational and time management skills

Ability to work within a team and to foster teamwork

Ability and motivation to work independently



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