Back to jobs
New

Agent Services Customer Service Representative (CSR)

Coral Gables, FL

Location

Coral Gables, FL

About National Partners

Dedicated to providing the highest standards in the premium finance industry, National Partners, a wholly owned subsidiary of WebBank, works with clients of all sizes through its commercial insurance agent and broker relationships. Responsive service, ease of use and creative solutions are its hallmarks. It also offers funding programs to third-party premium finance companies, often those affiliated with agents, brokers, and MGAs, so that these smaller premium finance companies can access capital to grow and expand.

Job Summary

This role involves managing the onboarding process for new agencies, ensuring compliance with internal protocols, and maintaining up-to-date records in the PBS system. Key responsibilities include reviewing and processing new agency applications, gathering supplementary data from online sources, and preparing approval packages for management. The role also includes generating and updating rate charts, creating quoting configurations, assigning AQI ratings, and creating user profiles for agents and marketing representatives. The Agency Services CSR will be responsible for analyzing cancellation reports to identify trends, recommending necessary adjustments to rate charts, and ensuring the accuracy and timeliness of Agency Services’ reports, including reporting on agent profitability by gathering and analyzing performance data to help guide strategic decisions. They will maintain close collaboration with the Sales team by promptly addressing their requests and resolving issues as they arise, ensuring seamless support and alignment with business objectives. This position requires adaptability and the ability to assist in various daily projects as needed.

Primary Responsibilities (Job Duties)

You Will:

  • Receive and review new agency applications and the completed paperwork submitted by the Sales Team
  • Using various online sources, gather additional data (license, credit, report, etc.) to complete a new agency approval package for management.
  • Complete the Salesforce report and assign the AQI rating after paperwork has been verified
  • Using ROA provided by the Sales Team and creating rate charts
  • Ensure the complete end-to-end onboarding of new agencies within the PBS system, guaranteeing accurate setup and compliance with internal protocols
  • Ensured prompt creation of new user profiles in the PBS system as requested by agents or marketing representatives, providing quick and efficient access for their ongoing operations
  • Assign custom configurations for each approved agency in our system and updates settings as required
  • Assist with compensation process and serve as backup when needed
  • Track bonus programs and rewards initiatives for both Agents and Referral Partners and ensure timely execution of incentives
  • Maintains complete and up to date files for all approved agencies.
  • Analyze cancellation reports to identify agencies with a high volume of cancellations, and review rate charts and configurations to recommend revisions when necessary.
  • Keep Agency Services’ reports up to date, ensuring the accuracy and timeliness of the information provided.
  • Collaborate closely with the Sales department to ensure alignment and support in achieving business objectives.
  • Assist in different daily projects as needed

Qualifications

You Have:

  • Bachelor’s Degree in Finance or a business-related field, or equivalent knowledge gained through work experience in insurance or finance-related industry
  • Working knowledge of Microsoft Word, Excel, Outlook, and the Internet

Even Better:

  • Experience working on the Input One (PBS) platform
  • Experience working in the Insurance Premium Finance Industry
  • Office365 (SharePoint, OneNote, Drive, Box, Skype Meeting)
  • Previous cash-handling experience
  • Strong oral and written communications skills to correspond with parties at various levels
  • Attention to detail and accuracy when relaying and recording information
  • Quick-thinking, with developed analytical and problem-solving skills
  • Planning and organizing to achieve timely follow-up and problem resolution
  • Ability to multi-task on a variety of projects while meeting deadlines and maintaining quality

Company Perks:

You Get:

  • Paid Time Off (PTO) - Generous paid time off plus paid parental leave
  • Health insurance – Plans include an employer paid medical option, dental and vision coverage, plus we offer health savings accounts
  • 401(k) – WebBank matches up to the first 6 percent of employee contributions and both the employee’s contributions and WebBank’s match are fully vested immediately
  • Life and Disability Insurance – Life insurance and long and short-term disability insurance plans are 100% employer paid
  • Tuition Reimbursement – WebBank provides reimbursement for classes needed to obtain certain degrees, up to $5,250 per academic year

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

The purpose of this question is to ensure that the candidates salary expectations are a match to the company salary range.

Please indicate desired base compensation and desired discretionary bonus percentage.

Please provide the name and phone number of two professional references and your affiliation with these references.  

These references should be contacts the candidate approves the Company to contact to complete a reference check. 

Select...

WebBank, Corporation is an equal opportunity employer and will consider your application regardless of race, color, religion, sex, national origin, age, marital, or veteran status; medical condition or disability; or any other legally protected status. This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Each question should be answered completely and accurately.

I affirm that the information I have provided in this application is true to the best of my
knowledge, information and belief, and I have not knowingly withheld any information
requested. I understand that withholding or misstating any information requested in this
application is grounds for rejection of my application, and that providing false or misleading
information in this application is grounds for discharge.
I authorize WebBank to verify my references, record of employment, education record, and any
other information I have provided. Unless otherwise noted, I authorize the references I have
listed to disclose any information related to my work record and my professional experiences
with them, without giving me prior notice of such disclosure. In addition, I release the company,
my former employers and all other persons and entities, from any and all claims, demands or
liabilities arising out of or in any way related to such inquiry or disclosure.
I understand that if I am hired, my employment will be at will and may be terminated by myself
or by WebBank Corporation or their agent at any time for any reason or for no reason at all,
without prior notice.