Commercial Lines Client Assistant
Snellings Walters Insurance Agency, Atlanta, Georgia, United States, 30383
The individual in this position is highly engaged in the customer service process. They will be directly assisting a Commercial Lines Client Manager who is committed to providing best in industry customer service.
Responsibilities include, but are not limited to:
Completing Applications in the Management System, Applied (EPIC)
Responding to email, mail, and phone requests for a book of business
Endorsements: Process Change Requests and Endorsements
Claims: Take calls from clients for new claims and submit to carriers, confirm claim is received/adjuster assigned, handle any questions or follow up calls as needed from insured or adjuster
Invoicing: Invoicing agency billed items and managing the Aged Receivable for book
Processing Policies: Policy Checking and Delivery
Corresponding with clients and carriers
Maintaining client files using the proper agency procedures and standards
Certificates of Insurance/Auto ID Cards
Contract/Lease Review
Ordering Loss Runs
Experience Mod Worksheets
Spreadsheets as needed for Rate or Premium Review
Assisting with Renewal Process
Generate Submissions/Applications/Proposals
Provide Summaries of Insurance
Qualifications:
Align with company values
Engaged with QBQ Attitude
Willingness to work effectively within a team
Demonstrates adaptability
Desire to grow and learn
Strong organizational skills
#J-18808-Ljbffr
Responsibilities include, but are not limited to:
Completing Applications in the Management System, Applied (EPIC)
Responding to email, mail, and phone requests for a book of business
Endorsements: Process Change Requests and Endorsements
Claims: Take calls from clients for new claims and submit to carriers, confirm claim is received/adjuster assigned, handle any questions or follow up calls as needed from insured or adjuster
Invoicing: Invoicing agency billed items and managing the Aged Receivable for book
Processing Policies: Policy Checking and Delivery
Corresponding with clients and carriers
Maintaining client files using the proper agency procedures and standards
Certificates of Insurance/Auto ID Cards
Contract/Lease Review
Ordering Loss Runs
Experience Mod Worksheets
Spreadsheets as needed for Rate or Premium Review
Assisting with Renewal Process
Generate Submissions/Applications/Proposals
Provide Summaries of Insurance
Qualifications:
Align with company values
Engaged with QBQ Attitude
Willingness to work effectively within a team
Demonstrates adaptability
Desire to grow and learn
Strong organizational skills
#J-18808-Ljbffr