HMS Insurance Associates, Inc.

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Customer Service Representatives (Personal lines & Commercial lines)

at HMS Insurance Associates, Inc.

Pay: $35,000 to $42,000/year
Based on experience.
Posted: 9/16/2019
Job Status: Full Time

Job Description

Description of Responsibilities:

The Customer Service Representative/Associate (CSR/CSA) provides day-to-day service to policyholders, fellow employees, and insurance carriers. The CSR/CSA is responsible for helping the team and HMS achieve growth and retention objectives by providing timely, accurate and professional service to all customers.

Key Duties & Accountabilities:

Consistent Quality Service to Clients and Customers

  • Respond to request from customers for driving records, loss runs, billing information, etc.
  • Respond to request from carriers.
  • Checking and up-dating Order List
  • Maintain accurate policy detail for claims department.
  • Respond to accounting differences.
  • Dead File procedure followed.
  • Document management procedures followed.

Accurate timely processing of:

  • Certificates, FR-19’s, Auto ID cards, 
  • Endorsements and Audits
  • Certificates/Evidence processed
  • Endorsements checked and invoiced
  • Audits checked & invoiced (Direct Bill)

Managing the cancellation process

  • Contact Carrier and customer prior to cancellation date
  • Follow procedures and notify Producer and Account Manager

Handling the Renewal Process – provide team with accurate information and meet deadlines

  • Expiration list generated
  • Applications issued and given to the producer
  • Loss Runs obtained/ordered, request updates for vehicles, drivers, equipment, etc
  • Proposal completed by “need by date”. Issue Binders, ID cards, Certificates 


  • Maryland State Property & Casualty Producer license preferred. If new to insurance, license must be obtained after 90 days.
  • High School diploma required. Bachelor’s degree preferred.
  • Strong customer service focus
  • Solid written and verbal communication skills
  • Organizational skills to successfully handle multiple tasks
  • Details oriented to ensure accuracy
  • Excellent listening skills
  • Demonstrated problem solving skills to resolve customer service issued
  • Good typing and data entry skills
  • Solid computer skills. The ability to navigate various systems, and use Microsoft Word and Excel.
  • Demonstrated ability to function effectively as part of a team in a sales environment.