Outer Banks Chamber of Commerce
Commercial Lines Customer Service Agent / Account Manager
Outer Banks Chamber of Commerce, Nags Head, North Carolina, United States, 27959
Commercial Lines Customer Service Agent / Account Manager
The CL CSA/Account Manager will be responsible for managing a book of business mostly assigned to them.
Summary of Duties Primary Responsibility
– Do what it takes to service and retain client accounts.
Responsible for maintaining an accurate database within the agency operating system (TAM).
Consistently update Client Detail/Billing Screens/Contact data to ensure accuracy.
Follow Policies and Procedures as outlined in the Agency manual.
Perform Quality Reviews for updates to client files when clients are on the phone.
Maintain and keep current activity reports.
Maintain and keep current expiration reports.
Maintain emails and document TAM database properly.
Develop a strong understanding of all company rating systems, underwriting requirements, and pay plans.
Understand and manage BOB to accommodate Carrier requirements regarding premium volume, promotions, or new guidelines.
Understand various profit-sharing requirements as outlined by management.
Participate in monthly meetings held by the department or agency that apply to staff.
Position Requirements
Must have a high school education or equivalent.
Maintain a P&C License.
Must be able to manage an assigned book of business.
Maintain at least one Designation and attend other approved courses while actively working on Designations.
Assist in training new staff.
Knowledge of Windows.
Knowledge of Microsoft Office.
Knowledge of various rating systems.
Comprehensive knowledge of Applied (TAM Online or EPIC).
#J-18808-Ljbffr
Summary of Duties Primary Responsibility
– Do what it takes to service and retain client accounts.
Responsible for maintaining an accurate database within the agency operating system (TAM).
Consistently update Client Detail/Billing Screens/Contact data to ensure accuracy.
Follow Policies and Procedures as outlined in the Agency manual.
Perform Quality Reviews for updates to client files when clients are on the phone.
Maintain and keep current activity reports.
Maintain and keep current expiration reports.
Maintain emails and document TAM database properly.
Develop a strong understanding of all company rating systems, underwriting requirements, and pay plans.
Understand and manage BOB to accommodate Carrier requirements regarding premium volume, promotions, or new guidelines.
Understand various profit-sharing requirements as outlined by management.
Participate in monthly meetings held by the department or agency that apply to staff.
Position Requirements
Must have a high school education or equivalent.
Maintain a P&C License.
Must be able to manage an assigned book of business.
Maintain at least one Designation and attend other approved courses while actively working on Designations.
Assist in training new staff.
Knowledge of Windows.
Knowledge of Microsoft Office.
Knowledge of various rating systems.
Comprehensive knowledge of Applied (TAM Online or EPIC).
#J-18808-Ljbffr