Property & Casualty (P&C) Insurance Customer Service Representative
New
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The Hello TeamProperty & Casualty Insurance
United States, U.S. Eastern Time (New York) business hoursFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- Microsoft ExcelCustomer service
Requirements
- Proficient level of English (written and spoken).
- Experience using Applied Epic insurance management software.
- Previous experience working in the Property & Casualty (P&C) insurance industry.
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Strong attention to detail and ability to manage multiple tasks in a fast-paced environment.
- Ability to work U.S. Eastern Time (New York) business hours.
- Ability to work independently with minimal supervision.
- Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.
Responsibilities
- Gather and process Property & Casualty (P&C) client information.
- Manage client accounts and policy records using Applied Epic.
- Service existing customers and respond to policy and coverage inquiries.
- Set up new insurance policies and process policy changes, endorsements, and renewals.
- Email insurance certificates and other policy-related documents.
- Process payments, cancellations, and cancellation notices.
- Review and verify policy information for accuracy and update client records in Applied Epic.
- Follow up on missing client documentation and monitor pending policy transactions.
- Communicate with insurance carriers to obtain policy information and resolve policy-related matters.
- Maintain accurate electronic client files and ensure compliance with company procedures.
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