Job Description

Job Description

Job Description

We are looking for a dedicated Agency Services Representative to join our team in the Asbury Park, New Jersey area. In this role, you will be responsible for supporting the insurance needs of funeral home clients by delivering exceptional customer service, managing client inquiries, and resolving issues effectively. This position requires a proactive and detail-oriented individual who can ensure client satisfaction at every step.

Responsibilities:

• Respond promptly to client inquiries regarding insurance coverage changes and general information.

• Address emergency calls from clients involved in accidents, ensuring timely and effective support.

• Generate accurate documents and correspondence to meet client service requests or provide automated information.

• Assist clients with claim submissions, coordinate with adjustors and agency staff, and follow up on claims to facilitate resolution.

• Prepare insurance summaries, schedules, and proposals using designated computer systems.

• Maintain organized electronic files and records in compliance with agency standards and policies.

• Monitor and request corrections for errors, ensuring accuracy in all transactions.

• Verify the accuracy of direct bill cancellation notices and take appropriate actions as needed.

• Prioritize and manage workflow to guarantee efficient and accurate completion of tasks.

• Update and maintain procedural documents and contribute to improved business processes.

• Strong understanding of property and casualty insurance principles.
• Proficiency with AMS360 software and other insurance management systems.
• Advanced skills in Microsoft Office Suite, including Word, Excel, and Outlook.
• Exceptional communication and interpersonal skills for effective client interaction.
• Ability to prioritize tasks and manage multiple responsibilities in a fast-paced environment.
• Detail-oriented with a commitment to maintaining accurate records and documentation.
• Previous experience in the insurance industry or a related field is highly preferred.
• Strong problem-solving skills and the ability to work independently or within a team.

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