Customer Service Representative

Customer Service Representative

MARSHALL & STERLING INC | Warrenton, VA, 20186, US
Job Type: Full TimeSalary Range:$28,000 – $33,000 Salary range estimated by Zippia

Posted 14 days ago

Apply Now



Provide superior service and serve as the point of contact person for our clients and Account Managers.


  • Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services that our agency provides.
  • Secure applications from clients for all coverages, including price quotations and comparisons for the companies we represent.
  • Request binder checks, tax documentation, group applications, identification cards, certificates of insurance and requests for proof of insurance.
  • Manage all account transactions (including but not limited to) group and member paperwork, binders, cancellations and correspondence.
  • Review policies for accuracy and completeness and update system in accordance with workflow procedures.
  • Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received from insurance companies.
  • Process transactions carefully paying attention to detail in a timely manner to minimize the potential for errors and omissions exposure.
  • Process claims as applicable.
  • Document in the system all conversations with clients and carriers pertaining to coverages and exposures.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain a favorable and professional work relationship with other staff members.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Adhere to established employee manual policies and guidelines.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff and agency information.
  • Perform other duties and projects as assigned.
  • College degree preferred, high school diploma or equivalent required.
  • Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • Appropriate state insurance licenses and continuing education required.
  • Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.