Customer Service Rep - Commercial Lines
Customer Service Rep - Commercial Lines
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Reports to
Department Head
Primary Role
- Provide service and marketing/placing assistance to assigned accounts.
- Support agency and assigned producers by placing and processing new business and renewals.
- Support sales and account growth objectives of the agency through cross selling up selling making inter departmental referrals and obtaining testimonials and referrals.
Performance Standards
- Assist Account Managers and agencys target goals for:
- Client service including zero backlogs in account servicing for all transaction processing
- Renewal retention
- Sales including new business production and referrals
- Account development including cross selling and upselling
- Collections
- Provide support to producers to facilitate account growth.
Qualifications
- Good oral and written communication skills
- Technical and client relations experience
- Good organizational skills
- Property casualty license required or must obtain license within first 90 days of employment.
- College degree CISR ACSR CIC or CPCU preferred.
Duties
- Assist withall account transactions including applications quotations ID cards proposals summaries endorsements certificates binders billing followup and correspondence on assigned accounts.
- Maintain all client files in the agency management system with full policy detail and use the system for all transactions notes and diaries.
- Respond to client inquiries incoming mail company requests and producers needs on a timely basis.
- Collect renewal data on assigned accounts.
- Review and order renewals according to agency procedures.
- Survey policy coverages and identify crossselling and upgrading opportunities.
- Review analyze and submit applications to insurance companies.
- Follow agencys underwriting guidelines.
- Prepare quotations coverage summaries/comparisons proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
- Review new business renewals endorsements to insure items were received as ordered.
- Prepare billing following agencys credit and collections policies.
- Participate in courses for insurance/sales skills.
- Maintain current knowledge of underwriting requirements of carriers.
- Keep current with industry trends by reading appropriate journals and company bulletins.
- Maintain knowledge of policy provisions and any changes in these provisions.
- Maintain client risk files on computer system and use computer system for all processing transactions.
- Participate in any special projects at managements request.
Employment Type
Full-Time
