Description:
This position supports daily client needs on the designated core book of business.
Essential Duties and Responsibilities
Account Management
-
Provide day-to-day client management on a book of business that primarily focuses on transportation accounts.
-
Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
-
Process incoming mail (postal, email and/or faxes) for the team and distribute to team
-
Process cancellation notices/non-payment issues
-
Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery
-
Deliver policies as directed by Producer
-
Request and prepare policy endorsements
-
Issue certificates of insurance and deliver special handling certificates
-
Process client monthly reports
-
Process premium audits and deliver disputed audits
-
Follow agency procedures for client management system
New/Renewal Marketing
-
Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures
-
Review expiration checklist and manage workflow per Commercial Lines Service Standards
-
Work with team to coordinate market ready submissions including specialty applications
-
Review and roll renewal submissions or create Acord applications as directed by team
-
Complete online rating with carriers as required for coverage placement as directed by team
-
Prepare finance agreements with finance companies
-
Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.
Other Duties and Responsibilities
-
Accept special assignments as directed by leader
-
Support agency directives in effectively managing agency/carrier relationships
-
Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems
Requirements:
- At least 5+ years of Business Insurance customer service experience (required).
-
Experience with working on books of business that primarily focus on construction (required).
-
Experience with online quoting and overall knowledge of the commercial insurance marketplace (required).
-
Ability to work in a team setting (required).
-
Detail-oriented (required).
-
Ability to organize and prioritize work responsibilities (required).
-
Excellent communication skills – verbal and written (required).
-
Active Resident Property and Casualty insurance license (required).
-
Epic experience (preferred).
-
Microsoft Office experience, specifically Word and Excel (preferred)
-
Ability to navigate insurance carrier websites (preferred).
