Digital Customer Service Representative

Insureon is hiring a Digital Customer Service Representative to support its Digital Producers and Account Managers in retaining and servicing its small-business insurance book of business. The role handles post-bind policy review, client servicing requests, billing and policy changes, and coordination with carriers and internal teams. ResponsibilitiesReview of all bound policies for quality assuranceProcess endorsements, certificates of insurance, and sending invoicesProcess billing questions for new and renewal policiesHandle non-pay cancellation notices from Carriers to follow up for payments duePost bind process and policy reviewIdentify cross sell opportunitiesCoordinate and monitor account servicingOther duties may be assignedAssist the Producers and AM team members to act on alerts in the agency management systemAct as concierge for all clients post bind, answering their billing and servicing questions1st term only, proactive email sent to clients advising who their Account Manag