Customer Service Advocate

Customer Service Advocate
Brentwood, TN
March 9, 2021
Brentwood, TN
Job Type


SHR Talent is partnering with an insurance client in the Brentwood, TN area in its search for 4 full-time Customer Service Advocates! If your current title is Account Assistant, Account Manager, or Client Assistant, then this position could be the perfect fit for you! This is an elevated customer service position working for a company with a great culture that offers licensure renewals & fantastic benefits for employees. The individuals in the Customer Service Advocate roles must have 2 years of large commercial insurance experience in addition to current/valid Property & Casualty Licenses. The Customer Service Advocates will provide excellent customer service assisting the Client Manager in serving insurance books of business that consists of renewals and new business. The Customer Service Advocates report to the respective team’s Producer.


Essential Functions:

  • Process endorsements, cancellations, and account billing
  • Generate and issue certificates of insurance
  • Prepare loss runs and loss summaries for renewals
  • Generate auto identification cards
  • Process interim and final audits
  • Generate and process claims
  • Maintain and update all location, property, vehicle, and equipment spreadsheets
  • Set-up new clients and prospects in EPIC Account Management System
  • Adhere to EPIC, CSR24, and Indio workflow standards
  • Assist with policy delivery
  • Review policies for accuracy
  • Attend and participate in job related classes and webinars
  • Advanced Customer Service Advocates will complete applications, rate and quote risks, and start proposals for renewal and new business as directed
  • Perform other job-related functions as assigned


Basic Qualifications:

  • Minimum 2 years large commercial insurance related experience or equivalent combination of education and experience as detailed
  • Excellent verbal, written, and electronic customer service communication skills
  • Working knowledge and proficiency with Microsoft Office Suite, including advanced knowledge with Excel, Word, and Outlook
  • Ability to maintain organization while prioritizing responsibilities and workflows
  • Adherence to all company policies and procedures including safety standards
  • Ability to work independently and as a member of a team
  • Commitment to continual job-related learning, including insurance industry knowledge and coverages


Education and Licensing:

  • Current Property and Casualty License required
  • High School Diploma required
  • Prefer Bachelor’s Degree in related field with six months of experience or Associate’s Degree in related field with 2 yrs of experience


Company Benefits include:

  • 100% company paid premiums for Medical, Dental, & Vision insurance
  • 50% company covered Life, Accidental Death, & Disability Insurance
  • Up to 5 weeks of PTO to accrue right from the start of employment


Additional Information:

  • This position requires individuals to work onsite in the Brentwood office. Social distance & safety guidelines are fully in place with high-walled cubicles being spaced appropriately apart & enclosed/separated by plastic partitions.
  • This is a non-exempt full-time position paid hourly.


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