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Frank Winston Crum Insurance · 1 month ago

Policy Services Support

Clearwater, FL

Full-time

Onsite

New Grad, Entry Level

Frank Winston Crum Insurance is a family-owned business-to-business entity known for its commitment to exceptional customer service. The Policy Services Support position involves promoting sales and client retention through excellent customer service by interacting with agents, customers, and service providers.

Insurance

Responsibilities

Ensures timely and accurate data entry of policy files

Assists with customer service calls with agents, customers, and service providers

Accurately processes work items received from agents, customers, and service providers

Performs research to confirm eligibility for coverage

Monitors e-mail box for communications from agents and customers

Researches and reviews databases, reports, policy information and other on-line sources to perform required tasks

Processes and services new and renewal business

Processes change requests for coverage modifications, updates to policy, and process cancellations

Reviews policy and payment requests for accuracy, integrity, and completeness

Assists with agency and customer communications via emails, memos, and phone calls

Qualification

Data entryCustomer serviceInsurance experienceMulti-taskingDetail orientedIndependent work

Required

High school diploma or previous experience

Detail oriented with ability to multi-task in a dynamic environment

Comfortable working independently to complete tasks

Preferred

Experience in the insurance field is a plus

Benefits

Health Insurance is $0 paycheck cost for employee's coverage and only $295/month for family!

Dental and Vision Insurance

Short Term Disability and Term Life Insurance at no cost to the employee

Long Term Disability and Voluntary Term Life Insurance

Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance

401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes and the employee is immediately vested in the employer match

Employee Assistance Program at no cost to the employee

Flexible Spending Accounts for Medical and Dependent Care Reimbursement

Health Savings Account funded by FrankCrum

Paid time off and holiday pay

Education reimbursement

PTO cash out

Tickets at Work and access to the Corporate America Family Credit Union

Employee and client referral bonus program

Paid volunteer time