Outer Banks Chamber of Commerce
Commercial Lines Customer Service Agent / Account Manager Assistant
Outer Banks Chamber of Commerce, Nags Head, North Carolina, United States, 27959
Summary of Duties
Primary purpose is to assist CSAs with their daily workflows. Follow Policies and Procedures as outlined in the Agency manual. Maintain current Activity Report, Expiration Report, and Emails. Assist CSAs with Direct Bill and/or Agency Bill Renewal processing. Assist CSAs with maintaining the database by updating client data as needed (e.g., driver list, equipment list, auto list). Assist CSAs with daily service needs (Change Requests, Binders, Certificates of Insurance, etc.). Assist CSAs with follow-up on Intent to Cancel notices and cancellation notices as needed. Assist CSAs with preparing Summaries of Insurance for producers and clients. Assist CSAs with preparing three-ring binders and flash drives for delivery to clients. Post direct bill payments as needed. Assist CSAs with filing initial claim reports and properly documenting TAM. Assist CSAs with ongoing claim service needs. Update TAM to reflect closed claims and send claim surveys to clients. Send Cancel Survey letters to clients with closed claims. Send received claim surveys to Claims Managers quarterly as needed. Run open claim reports and follow up on claims over 60 days old (ongoing project). Receive and process certificate requests from clients or Account Managers. Send out C Account Letters and Workers’ Compensation Payroll Letters following monthly renewal meetings. Follow up with companies when renewals/endorsements are not received in a timely manner. Assist CSAs with quoting processes as needed. Position Requirements
Must have a high school education or equivalent. Maintain a P&C License. Knowledge of Windows. Knowledge of Microsoft Office. Knowledge of various rating systems. Knowledge of Applied (TAM Online or EPIC). The Outer Banks Chamber of Commerce is the areas largest business membership organization and serves Currituck County, Dare County and Ocracoke Island. Current membership is 1,100.
#J-18808-Ljbffr
Primary purpose is to assist CSAs with their daily workflows. Follow Policies and Procedures as outlined in the Agency manual. Maintain current Activity Report, Expiration Report, and Emails. Assist CSAs with Direct Bill and/or Agency Bill Renewal processing. Assist CSAs with maintaining the database by updating client data as needed (e.g., driver list, equipment list, auto list). Assist CSAs with daily service needs (Change Requests, Binders, Certificates of Insurance, etc.). Assist CSAs with follow-up on Intent to Cancel notices and cancellation notices as needed. Assist CSAs with preparing Summaries of Insurance for producers and clients. Assist CSAs with preparing three-ring binders and flash drives for delivery to clients. Post direct bill payments as needed. Assist CSAs with filing initial claim reports and properly documenting TAM. Assist CSAs with ongoing claim service needs. Update TAM to reflect closed claims and send claim surveys to clients. Send Cancel Survey letters to clients with closed claims. Send received claim surveys to Claims Managers quarterly as needed. Run open claim reports and follow up on claims over 60 days old (ongoing project). Receive and process certificate requests from clients or Account Managers. Send out C Account Letters and Workers’ Compensation Payroll Letters following monthly renewal meetings. Follow up with companies when renewals/endorsements are not received in a timely manner. Assist CSAs with quoting processes as needed. Position Requirements
Must have a high school education or equivalent. Maintain a P&C License. Knowledge of Windows. Knowledge of Microsoft Office. Knowledge of various rating systems. Knowledge of Applied (TAM Online or EPIC). The Outer Banks Chamber of Commerce is the areas largest business membership organization and serves Currituck County, Dare County and Ocracoke Island. Current membership is 1,100.
#J-18808-Ljbffr