Customer Service Representative

Description:

We are looking for a Service Team Representative to join our firm within our SHEL program (Sports, Hospitality, Entertainment & Leisure), which writes the bulk of its business through the in house Risk Purchasing Group. The representative will be responsible for providing support to the sales and service teams and helping to maintain the relationship between our carrier partners and client partners.

This is a hybrid role; candidate must be in the Boston/Greater Boston area and be willing to come into the office three times a week.

Essential Functions and Responsibilities

The primary role for this position is support for all administrative functions of the Risk Purchasing Group program and as the secondary point of contact for all customer service needs from current and prospective insureds.

The responsibilities include the following:
Sending out new / renewal business proposals for prospective insureds of SHEL

Data entry and record keeping of new/renewal insureds

Answering of customer questions related to the risk purchasing program

Follows up with renewal / new insureds for completed applications and proposals

Sends out all completed certificates of insurance to requesting parties

Invoicing and coding of renewal / new business

Daily interaction with underwriters at each carrier partner to ensure timely quote/bind periods

Ideal Attributes of Candidate:
Ability to maintain a high level of confidentiality

Strong organizational skills

Reliability

High degree of self-discipline and motivation

Solution driven with problem solving/analytical skills

Detail-oriented

Ability to work independently and apply education and professional experience to achieve outstanding results

Technical and cognitive abilities to ensure accuracy, precision and execution of client requests on time

Strong work ethic and the ability to be a team player

Must have effective professional verbal and written communication skills

Education/Experience

High School Degree Required