Job Description

BODYBORNEMAN LTD.

Commercial Lines Customer Service Agent

Commerica Lines Services Department

Job Title:CommercialLines Customer Service Agent

Department: Commercial Services Department

Reports To: Commercial Lines Manager

Salary Status: NonExempt

License Required: Yes

Summary

Responsible for the sale and servicing of new and assigned Commercial Lines accounts and to provide accurate and courteous service to insureds and insurance companies regarding those accounts. You will be expected to assist other Commercial Lines Service Agents and they will assist you whenever necessary.

Essential Duties and Responsibilities include but are not limited to the following.

Responsible for the selling and servicing of new and existing accounts by quoting requested coverage rounding out account with other lines of P & C coverage as well as Life insurance products.

Receive document and process all insureds requests for service to the insurance company the day the request is received when possible or by the next day. Every effort should be made to maintain a 0 backlog of work on hand.

Maintain files in an organized and proper manner and as may be specified by management.

Keep abreast of new policies coverages etc. available to our agency and insureds in order to provide proper coverages at competitive prices.

Keep abreast of procedures and updates on all company software in order to process requested changes or new coverage.

Assist claims department providing necessary information relative to an insureds coverages.

Keep other producers fully informed of allimportant activities on their accounts.

REVIEW and reunderwrite renewals as directed by management.

Perform other pertinent tasks as requested by management.

Attend all agency staff and/or management meetings as requested by management.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Competencies

To perform the job successfully an individual should demonstrate the following competencies:

Analytical

Collects and researches data; Uses intuition and experience to gather information and data.

Design

Translates data and information into images; Demonstrates attention to detail.

Problem Solving

Gathers and analyzes information skillfully; Uses reason even when dealing with difficult material.

Technical Skills

Pursues training and development opportunities; Strives to continuously build knowledge and skills. Shares expertise with others.

Client Service

Responds promptly to client needs; Responds to requests for assistance; Meets commitments.

Interpersonal Skills

Focuses on solving conflict not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to ideas and tries new methods.

Oral Communication

Speaks clearly and persuasively in positive or negative situations; listens and obtains clarification; Responds well to questions; Participates in meetings.

Written Communication

Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet changing needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork

Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports the efforts of everyone to succeed.

Cost Consciousness

Conserves the organizational resources.

Ethics

Treats people with respect; Keeps commitments; Works with integrity and ethically; Upholds organizational values.

Organizational Support

Follows policies and procedures; Completes administrative tasks correctly and on time; supports goals management and the company.

Professionalism

Approaches others in a tactful manner; Reacts well under pressure; Treats other with respect and consideration regardless of their status or position; Accepts responsibility for own actions.

Quality

Demonstrates accuracy and thoroughness; Monitors own work to ensure quality.

Quantity

Completes work in timely manner.

Adaptability

Ability to deal with frequent change delays or unexpected events.

Attendance/Punctuality

Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings on time.

Dependability

Follows instructions responds to management direction; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies manager with alternate plan.

Initiative

Volunteers readily. Asks for and offers help when needed.

Qualifications

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

College or high school graduate with current P & C and Life Insurance License. Some related experience and/or training or equivalent combination of education and experience.

Language Skills

Ability to read and interpret documents. Ability to write routine reports and correspondence.

Mathematical Skills

Ability to calculate figures.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written oral or diagram form. Ability to deal with problems involving variables in standardized situations.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee is regularly required to talk and hear. The employee is frequently required to walk sit use hands to finger handle or feel and reach with hands and arms. The employee is required to stand climb kneel crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities by this job include close vision distance vision color vision and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually low to moderate.