Customer Service Representative Associate

The Customer Service Representative Associate will provide outstanding administrative and clerical support to the PRA Operations, Service and Account Management Teams, gaining an in-depth knowledge of agency processes and client needs.  This position is designed to be a training opportunity for those pursuing a pathway to Client Service Specialist and Account Management.

Primary Duties and Responsibilities:

• Provide timely and accurate information in response to service team and client requests
• Process requests from current or potential clients for items such as policy documents, proofs of insurance, and claims history/loss run requests
• Process tail letters and other communications at the request of the service and account management team
• Review policies and endorsements for accuracy in conjunction with a senior member of the service team, Account or Market Manager before sending to clients
• Assist with processing policy changes (additions and deletions of members to groups, address changes, etc.) using standard agency procedures
• Assist operations team with projects as needed and provide backup support on Operations Support responsibilities such as routing incoming phone calls, mail, and faxes
• Process new agency business according to agency and carrier policies and procedures, including setting up the data record, issuing policies in the Agency Management System, issuing certificates of insurance, and invoicing (if necessary)
• Assist with renewal process as directed by Client Service Specialist and/or Account Manager 

Requirements and Qualifications:

• Ability to obtain and maintain a Property and Casualty License within 90 days of the start date
• High School Diploma
• Insurance experience preferred
• Computer proficiency, including the ability to use agency database software and MS Office products, particularly MS Word and MS Excel
• Strong customer service orientation
• Excellent interpersonal and communication skills

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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