Property and Casualty Insurance Customer Service Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Collect and manage information related to Property & Casualty (P&C) clients

• Oversee client accounts and policy documentation utilizing Applied Epic

• Provide service to current customers and address inquiries regarding policies and coverage

• Establish new insurance policies and handle modifications, endorsements, and renewals

• Dispatch insurance certificates and other documents related to policies via email

• Process payments, cancellations, and cancellation notifications

• Review and confirm the accuracy of policy information, updating client records in Applied Epic

• Follow up on any missing client documentation and track pending policy transactions

• Interact with insurance carriers to gather policy information, endorsements, underwriting documents, and resolve policy-related issues

• Maintain precise electronic client files and ensure adherence to company protocols and insurance documentation standards

• Carry out additional responsibilities related to the role as assigned

⛳️ Requirements

• Proficient in English, both written and spoken

• Exceptional communication and problem-solving abilities

• Experience with Applied Epic insurance management software is essential

• Prior experience in the Property & Casualty (P&C) insurance sector

• Practical experience using Applied Epic software

• Strong customer service orientation and communication skills

• Excellent attention to detail and organizational capabilities

• Capacity to juggle multiple tasks in a dynamic environment

• Ability to work autonomously

• Proficient in Microsoft Office (Word, Excel, Outlook) and standard business tools (email, spreadsheets, document management)

• Quick learner of new systems, software, and workflows

• Capable of understanding and adhering to established processes accurately with minimal supervision

• Availability to work during U.S. Eastern Time (New York) business hours and adapt to business needs

• Reliable computer (Windows 10 or newer), dual monitors, and stable high-speed internet connection

• Interest in pursuing long-term career opportunities

🏝️ Benefits

• Fully remote work arrangement

• Positive work environment with opportunities for advancement

• Full-time role with a commitment of 40 hours per week

• Long-term career potential