Edgewater Insurance CSR

Pinnacle BankBank Of Colorado

Job Location:

Lexington, KY - USA

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

GENERAL SUMMARY:

We are seeking an experienced Commercial Lines CSR to act as the primary point of contact for our business clients. You will be responsible for providing exceptional service managing policy renewals processing endorsements and handling daily inquiries with professionalism and speed.

RESPONSIBILITIES AND DUTIES:

Account Servicing: Handle day-to-day service needs including issuing Certificates of Insurance (COI) binders auto ID cards and evidence of property.
Policy Management: Process endorsements renewals and cancellations ensuring accuracy and compliance in the agency management system (e.g. Epic).
Client Relationship Management: Actively engage with clients to answer coverage questions resolve billing discrepancies and ensure high retention rates.
Marketing & Renewals: Collaborate with Producers to market renewal business gather underwriting data and prepare proposals.
Risk Assessment: Review audits and policies for accuracy advising clients on coverage exposures.
Regular and reliable attendance.
Assists with other job-related duties as assigned by manager.
Communicate effectively in-person and otherwise with all coworkers and customers both during regular business hours and before and after regular business hours if necessary.

KNOWLEDGE SKILLS AND ABILITIES:

Knowledge of insurance products and services.
Knowledge of Microsoft Word Excel PowerPoint Outlook and Agency Software.
Ability to communicate with customers and co-workers in a courteous and professional manner.
Ability to multi-task and function as a team player.
Ability to work with accuracy organization and attention to detail.
Ability to operate various office machines including switchboard adding machine copy machine etc.
Ability to cross-sell insurance products.

EDUCATION AND EXPERIENCE:

Active Property & Casualty Insurance License (Required).
Minimum 1-2 years of commercial lines insurance agency experience.
Proficiency in agency management systems (Epic) and Microsoft Office Suite.
Strong knowledge of commercial coverages (General Liability Property Workers Comp Auto).
Excellent communication organizational and time-management skills.

PHYSICAL REQUIREMENTS:

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

More Details

GENERAL SUMMARY:We are seeking an experienced Commercial Lines CSR to act as the primary point of contact for our business clients. You will be responsible for providing exceptional service managing policy renewals processing endorsements and handling daily inquiries with professionalism and speed. ...

GENERAL SUMMARY:

RESPONSIBILITIES AND DUTIES:

Account Servicing: Handle day-to-day service needs including issuing Certificates of Insurance (COI) binders auto ID cards and evidence of property.
Policy Management: Process endorsements renewals and cancellations ensuring accuracy and compliance in the agency management system (e.g. Epic).
Client Relationship Management: Actively engage with clients to answer coverage questions resolve billing discrepancies and ensure high retention rates.
Marketing & Renewals: Collaborate with Producers to market renewal business gather underwriting data and prepare proposals.
Risk Assessment: Review audits and policies for accuracy advising clients on coverage exposures.
Regular and reliable attendance.
Assists with other job-related duties as assigned by manager.
Communicate effectively in-person and otherwise with all coworkers and customers both during regular business hours and before and after regular business hours if necessary.

KNOWLEDGE SKILLS AND ABILITIES:

Knowledge of insurance products and services.
Knowledge of Microsoft Word Excel PowerPoint Outlook and Agency Software.
Ability to communicate with customers and co-workers in a courteous and professional manner.
Ability to multi-task and function as a team player.
Ability to work with accuracy organization and attention to detail.
Ability to operate various office machines including switchboard adding machine copy machine etc.
Ability to cross-sell insurance products.

EDUCATION AND EXPERIENCE:

Active Property & Casualty Insurance License (Required).
Minimum 1-2 years of commercial lines insurance agency experience.
Proficiency in agency management systems (Epic) and Microsoft Office Suite.
Strong knowledge of commercial coverages (General Liability Property Workers Comp Auto).
Excellent communication organizational and time-management skills.

PHYSICAL REQUIREMENTS: