Position: Customer/ Policy Support Officer
Provide customer service via email & answer customer, Underwriter and/or agency’s question regarding product, process, policy. Responsible for work allocation including monitoring, reporting inflow of new business, renewals, cancellations and endorsements of transactions.
Primary Responsibilities
• Ensure policies are followed and refer/escalate where appropriate
•Comply on provided legislations, industry codes, company policies and procedures.
•Establish and maintain a good working relationship with stakeholders
•Cooperate with other functions to answer customer/agency’s questions regarding product, process, policy etc.
•Consistently open minded, professional, polished, posed, and positive demeanor
•Process all transactions/emails related to product, process and policies and accomplish all reports as required by clients
•Properly assess completeness of documents received and provide solutions if incomplete
•Performs moderately complex clerical, administrative and general office duties.
•Follow established policies, procedures and guidelines for work requests, problem resolution and escalating inquiries to business leads.
•Enter data into systems and make updates, or corrections while adhering to the guidelines