Commercial Lines CSR/Account Exec

Commercial Lines Customer Service Representative

 

PRIMARY FUNCTIONS:

• Provide prompt, accurate, courteous service to customers, producers  and company personnel.
• Grow and develop talents and insurance knowledge to highest level possible.
• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.


MAJOR RESPONSIBILITIES

• Service Commercial Lines accounts as assigned and aid in collections.
• Prepare company submissions for new/renewal business quotes and prepare proposals of insurance for new/renewal Commercial Lines clients.
• Initiate, screen and prepare endorsement requests for Commercial Lines clients.
• Prepare and process cancellations when required.
• Prepare and process all requests for certificates of insurance as required within 24 hours of request.
• Review all applications, policies, endorsements and audits for accuracy.
• Setup and prepare new account files per agency procedures.
• Invoice all premium bearing transactions.
• Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure.
• Prepare account summaries as required.
• Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements.
• Maintain suspense items in a timely manner.
• Maintain all client activity in the agency automation system.
• Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
• Prioritize work load and/or request for assistance as required.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keep producers fully informed of all important activities on their accounts.
• Obtain expiration dates for policies not written by us to follow-up on and quote.
• Assume other job responsibilities as assigned by producer or account executive.
• Participate in seminars and classes for skill and knowledge development.

Requirements

QUALIFICATIONS

• 3-5 years Commercial Insurance (small to mid-size accounts) Experience Required.
• Education requirement: High school diploma or equivalent is required.
• Professional designation is a plus.
• Knowledge of Applied Systems and operations is desirable.
• Good listening skills and attention to detail are important.
• Knowledge of commercial insurance and products