The Liberty Company Insurance Brokers, LLC
Description
At The Liberty Company, we’re redefining what it means to work in insurance. Our forward‑thinking, award‑winning culture sets us apart, driving incredible growth across our organization. If you’re ready to discover your
JOB —the Joy of Being—you might just find it here with us! We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.
Position Summary Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. This includes processing applications, policy changes, account review and renewal remarkets, up‑selling existing policies, and cross‑selling new policies. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.
Major Responsibilities
Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
Primarily responsible for standard and non‑standard Personal Lines accounts.
Process all applications, policies and endorsements for clients, review for accuracy.
Update policy accounts with most current information as received.
Review renewals for significant changes, alert producer as needed.
Follow up on notices of non‑payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
Respond to carrier memos and process any necessary updates.
Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
Process claim reports according to carrier procedures or forward to Liberty claims dept as needed.
Process agency bill renewals & invoicing.
Review monthly Aged Accounts Receivables Report provided by accounting dept.
Inform producers of all important activities on their accounts.
Offer a cross‑sell to every client that has only one line of business with the company.
Quote higher limits and coverages when processing endorsements for potential up‑sell.
Market renewal business as appropriate, alert producer of possible rewrite.
Performance Expectations
Service Company and clients in a manner to avoid potential exposure to E&O claims.
Alert management of incidents that may require management assistance or approval.
Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 or Epic.
Utilize AMS360 or Epic suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
Prioritize workload and request assistance as necessary to reduce backlog.
Participate with management and other departments/personnel on special projects and other duties as needed.
Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
Participate in seminars and classes for skill and knowledge development.
Minimum Qualifications/Requirements
Education requirement: High school diploma or equivalent is required, college degree preferred.
Active Florida 2‑20 license.
Bilingual in English and Spanish preferred.
Knowledge of AMS360 and/or EPIC agency management system.
Good listening skills, attention to detail, and a positive attitude are essential.
Knowledge of personal lines insurance and products.
Diversity and Inclusion Statement At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together. The Liberty Company complies with all applicable laws and regulations regarding discrimination and provides reasonable accommodations to qualified individuals with disabilities.
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JOB —the Joy of Being—you might just find it here with us! We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.
Position Summary Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. This includes processing applications, policy changes, account review and renewal remarkets, up‑selling existing policies, and cross‑selling new policies. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.
Major Responsibilities
Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
Primarily responsible for standard and non‑standard Personal Lines accounts.
Process all applications, policies and endorsements for clients, review for accuracy.
Update policy accounts with most current information as received.
Review renewals for significant changes, alert producer as needed.
Follow up on notices of non‑payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
Respond to carrier memos and process any necessary updates.
Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
Process claim reports according to carrier procedures or forward to Liberty claims dept as needed.
Process agency bill renewals & invoicing.
Review monthly Aged Accounts Receivables Report provided by accounting dept.
Inform producers of all important activities on their accounts.
Offer a cross‑sell to every client that has only one line of business with the company.
Quote higher limits and coverages when processing endorsements for potential up‑sell.
Market renewal business as appropriate, alert producer of possible rewrite.
Performance Expectations
Service Company and clients in a manner to avoid potential exposure to E&O claims.
Alert management of incidents that may require management assistance or approval.
Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 or Epic.
Utilize AMS360 or Epic suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
Prioritize workload and request assistance as necessary to reduce backlog.
Participate with management and other departments/personnel on special projects and other duties as needed.
Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
Participate in seminars and classes for skill and knowledge development.
Minimum Qualifications/Requirements
Education requirement: High school diploma or equivalent is required, college degree preferred.
Active Florida 2‑20 license.
Bilingual in English and Spanish preferred.
Knowledge of AMS360 and/or EPIC agency management system.
Good listening skills, attention to detail, and a positive attitude are essential.
Knowledge of personal lines insurance and products.
Diversity and Inclusion Statement At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together. The Liberty Company complies with all applicable laws and regulations regarding discrimination and provides reasonable accommodations to qualified individuals with disabilities.
#J-18808-Ljbffr