Customer Service Representative

Job Description

Job Description

Description:

About The Company:

Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built.

PCS employs approximately 420 staff members. The company has offices in New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility.

Job Summary:

This position within the Operations team will be responsible for processing core functions within operations, including but not limited to:

• New business quoting for prospective clients.
• New business policy and endorsement issuance.
• Broker of Record changes including Book Rolls/Policy Transfers.
• Overall support of Private Client Select clients through phone and e-mail correspondence.

Performance Objectives/Responsibilities:

• Demonstrates strong customer service skills with a focus on achieving team service level goals.
• Demonstrates the ability to handle phone calls/inquires and associated research for call resolution.
• Ability or willingness to eagerly learn Broker of Record Changes, Book Rolls and Policy Transfers.
• Ability to review quote requests, interpret underwriting reports, enter application data into quoting systems and prepare quotations for review by underwriter or agent.
• Ability to review bind request forms, examine original quotes for accuracy, make changes as necessary and issue policies per agent’s request and underwriter’s instruction.
• Knowledgeable on the quote to bind process– if necessary, creates quotes that are representative of coverage, premiums, etc. that are referenced on bind requests.
• Knowledgeable on endorsement processing – ability to make policy changes per agent or underwriter requests in accordance with client service authority guidelines.
• Ability to review quote requote request, order applicable underwriting reports quote changes per agent or underwriter request and release to underwriter or agent based on authority.
• Ability to handle VIP or special handling accounts.
• Demonstrate the ability to achieve time service standards as outlined for particular role/function.
• Demonstrate the ability to achieve quality objectives as outlined for particular role/function.
• Demonstrates the interest and ability to become cross trained on other functions.
• Demonstrates the ability to act as a Subject Matter Expert and side by side coach to new hires.
• Maintain and organize written materials, updates to strategies and state-specific changes to stay knowledgeable.
• Knowledgeable on organizational structure and associated workflows.

Required Skill/Abilities:

• Strong knowledge of P&C industry and products.
• Demonstrate the ability to deliver “Best in Class” service.
• Strong organizational and analytical skills.
• Candidate should display excellent critical thinking skills.
• Strong written and verbal communication skills.
• Strong attention to quality with an emphasis on details.
• Strong independent problem solving and analytical skills.
• Ability to conduct relationship building and competent interpersonal skills.
• Demonstrate a strong working knowledge of MS Word and MS Excel software and a strong aptitude for PC and internet usage.
• Ability to work in a fast-paced and ever-changing environment.

Education and Experience:

• Education - Bachelor’s degree preferred.
• A minimum of 2+ years insurance experience preferred.

Equal Employment Opportunity Policy:

PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.