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Peak6 Investments LLC

Senior Customer Service Rep

Peak6 Investments LLC, Oklahoma City, Oklahoma, United States

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Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations.

When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.

Position Summary The

Underwriter Associate CL - I

provide high-quality, concierge-level service to insureds and agents by managing various servicing functions across small to mid-sized commercial accounts. The role is responsible for handling incoming calls and tasks both including service requests, renewals, billings, cancellations, setting up new business, and providing timely communication and updates to all clients. The Underwriter Associate CL-I plays a vital role in delivering accurate and efficient support across the policy lifecycle, while ensuring service standards and regulatory compliance are met.

Essential Duties and Responsibilities

Receive incoming phone calls and service tasks regarding:

Policy document requests

Billing inquiries

Renewal reviews

Claims

Cancellation Inquiries

Reinstatement Inquiries

Locate new or renewal policies in the system, review for accuracy, and ensure timely delivery to policyholders.

Communicate professionally with insureds, agents, and underwriters to:

Confirm binding of policy renewals

Provide billing and task updates

Review potential cancellations and policy status

Answer general coverage questions

Provide support in identifying and assisting issues in new line quote submissions.

Set up accounts in agency systems and process

FNOS (First Notice of Service)

and

FNOS Renewal

tasks accurately.

Process insured-requested cancellations and conduct

"White Glove"

pre-cancellation outreach to retain business and mitigate risk.

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