To provide assistance to producers with handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines; to provide customer service to clients as assigned and requested. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts.
RESPONSIBILITIES:
- Provide positive, prompt, accurate, and courteous service to clients.
- Coordinate expirations with producers to obtain renewal and/or new business information. Maintain expiration control log.
- Assist in marketing new and renewal business, determine premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier. Accompany producer to client meetings when requested.
- Check new and renewal policies for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or producer for delivery.
- Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer when necessary.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Perform special projects at management’s request.
- Meet with clients to discuss and handle their insurance needs.
- Keep producers fully informed of all important activities on their accounts.
- Assist other departments and producers in cross selling and account rounding.
- Perform other related duties as assigned.
Requirements:
- Experience: At least five (3) years' experience in a similar position is desirable.
- Education requirement: College degree preferred.
- Must be licensed per state and industry requirements.
- Must be able to understand and analyze commercial lines insurance coverage, forms, procedures, and policy rating systems.
- Should have thorough understanding of commercial lines underwriting and coverages.
- Must desire to acquire advanced insurance designations.
- Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access, PowerPoint).
- Professional designation is a plus.
- Must have reliable source of transportation.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Paid time off
- Vision insurance
Experience level:
- 2 years
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
- Yearly bonus
Travel requirement:
- No travel
Experience:
- Commercial Insurance: 2 years (Required)
License/Certification:
- P&C Insurance License (Required)
Work Location: In person