Customer Service Representative 1 of Employee Benefits 9/1/2016
JOB DESCRIPTIONAPPLY Interested candidates apply to job ID 2016-0170 on our career site.
This position is primarily responsible for sales support, service and retention of employee benefits accounts and also for assisting Sales Executives and Account Managers in the quoting, service and retention of employee benefit accounts. The incumbent strives to utilize available technology to efficiently perform duties. The incumbent conducts business in a professional and ethical manner, strives for accuracy, confidentiality and to exceed customer expectations and continues to enhance insurance knowledge to better serve the client.
Receives phone calls from clients and companies regarding insurance, claims, administrative problems and changes to customer insurance program and complies with the request or refers to the Sales Executive only when necessary.
Markets new business, determines premiums, prepares and presents proposals to clients and maintains underwriting and marketing information by carrier.
Checks new and renewal policies for accuracy in rating, typing, coverage, signatures and billing screens and ensures that these items are delivered or mailed to the client.
Codes the CrM system to ensure all transactions and required information are available for other teammates to access when necessary.
Provides back up to teammates during absences or seasonal spikes.
Maintains familiarity with and follows agency Errors and Omissions guidelines.
F.N.B. Corporation provides equal employment opportunity to qualified persons
regardless of race, color, sex, national origin, age, sexual orientation, gender
identity, disability, veteran status, or other category protected by law.