Action Insurance Service, Inc.

Customer Support

• Respond promptly to customer requests via phone, eFax, text, and email for assigned accounts
• Maintain accurate and timely documentation in the AMS360 agency management system
• Process new business applications for home, auto, life, and umbrella insurance
• Assess customer risk prior to placement using tools such as Google Earth, local assessor data, and real estate websites
• Prepare and present quotes using Vertafore PL Rater and complete agency quote documentation
• Track and update new business and sales activity using Excel & Agency Zoom software.
• Process daily carrier downloads and review endorsements and renewals for accuracy
• Handle customer billing inquiries and assist with payment processing
• Retrieve, review, and manage carrier renewal reports
• Remarketing accounts as needed to maintain coverage and pricing
• Cross‑sell additional products to existing clients
• Work to recover lost or canceled business where appropriate
• Provide backup support to the Personal Lines department and front desk, including claims, endorsements, and cancellations
• Process mortgagee and lienholder changes
• Submit claim reports to carriers on the same business day received
• Process policy cancellations in accordance with agency procedures
• Complete carrier‑requested projects such as PIP verification and undisclosed driver reviews

Personal Lines Insurance Customer Service Account Manager