Summer Internship

Customer Service Representative-Internship Program
Job Purpose:
Work with a Sr. Agent to issue insurance policies by receiving, reviewing, and verifying insurance policy applications: creating policyholder files; calculating premiums, adjustments, refunds, and payments; resolving discrepancies; answering questions for policyholders.
Each year Ted Todd Insurance accepts a limited number of applications. Certification and training programs are held in Bonita Springs, Delray Beach, Sarasota and Viera FL, 6 times a year. Those with friendly, outgoing personality and the ability to multi-task are preferred.
Prepares work to be accomplished by sorting, organizing, and recording insurance applications.
Verifies insurance policy applications and forms by reviewing completeness and accuracy; resolving discrepancies and problems; contacting applicants for clarification or additional information; referring questions to policy underwriters and adjusters.
Updates existing insurance policies by adjusting policyholder and claimant information; recalculating premiums; adding reinstatements; calculating and authorizing refunds, adjustments, and payments.
Prepares new insurance policies by creating policyholder file; entering policy information.
Calculates premiums by comparing policyholder information to rate standards; referring variances to underwriters.
Helps policyholders by answering questions and responding to requests.
Prepares information and reports by collecting, analyzing, and summarizing data and trends.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Financial Skills, Documentation Skills, Analyzing Information, General Math Skills, PC Proficiency, Customer Service, Microsoft Office Skills, and Problem Solving. Must use latest technology/software. Must be able to speak, read, write and comprehend English. Must adhere to all safety and security regulations. Hours are Monday through Friday 8:00am-5:30pm, Saturday 9:00m-1:00pm.

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