Customer Service Representative (CSR) - Infinitewerks

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• Synapse Services, LLC

  

  Associate Compliance Service Specialist

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  Job Summary The Associate Compliance Service Specialist (ACSS) role is unique role that combines compliance functions in addition to servicing functions. This position supports the Compliance Service Specialist Team, and the Regulatory Filing team within the Compliance department to provide greater control and oversight into that function. This role allows for significant improvement in compliance targets and metrics. The role of ACSS is a hybrid role with a highly specialized skill set to bridge the gap between the Servicing Team and the Compliance Team. ACSS role is crucial to the overall success of the organization and will play a key role in supporting the Regulatory Filing team to ensure that compliance deadlines and requirements are met. Essential Functions/ Primary Responsibilities: • Prepare, send, and collect state specific diligent effort forms and additional state specific forms., • Manage assigned accounts and handle all aspects of the post binding workflow., • Maintaining post binding files and uploads into Centralis., • Reviewing outstanding subjectivity requirements and coordinating collection of outstanding subjectivities., • Establish and develop solid working relationships with external retail and carrier partners., • Order policies from the carriers., • Follow up on outstanding policies and endorsements., • Setting and following up on suspenses for cross department tasks (i.e. for AAM, AE and AM’s), • Review policies, binders and invoices for accuracy., • Coordinate policy and binder corrections., • After review, apply state required stamping language and deliver the policy to the retail partner., • Completing any required carrier surplus lines forms., • Willingness to be cross trained in all aspects of the department as assigned by the Director of Compliance., • Must obtain a Property & Casualty License within ___ days of hire date., • Basic knowledge of insurance markets, rating procedures, coverages, and industry operations to effectively manage, maintain, and service assigned client and prospect., • Demonstrated ability to manage multiple priorities in a high-volume position, deliver timely and accurate work products with a sense of urgency as required., • Exceptional interpersonal skills, high level of emotional intelligence, and exceptional communication skills., • Goal and detail oriented: sense of urgency and ability to meet client and producer expectations through well executed time management skills., • Ability to utilize computer and understand functionality. Consistently increasing knowledge of available technology and amending work patterns to maximize efficiency., • Knowledge and ability to perform technical tasks to expedite client service using critical thinking and analytical skills where applicable., • Personal Accountability, willingness to learn and grow., • Must maintain a valid driver’s license or have transportation available when needed to be able to leave for calls, meetings and/or visits., • Preference will be given to candidates with prior Property & Casualty experience. Working knowledge of commercial lines insurance and/or insurance licensing preferred. Previous insurance or claims experience and knowledge of Property & Casualty compliance concepts preferred. Training will be provided for the right candidate. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. • High-pressure, fast-paced environment with significant telephone and personal disruption. A large number of multiple steps in a complex system performed with accuracy and speed is essential to the successful completion of tasks. Other Duties: This job description is intended to describe the level of work required by the person performing the work of the positions and physical requirements normal to the position. Principal duties outlined are the essential responsibilities and duties and other duties may be assigned as needs arise or as required to support principal duties. Any written contractual agreements will supersede this job description. Employees must be able to perform essential functions of the position satisfactory, if requested reasonable accommodation will be provided to enable employees with disabilities to perform essential functions of the job, absent undue hardship.

• Brown & Brown

  

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