Provide exceptional Customer Service to existing clients and new prospects. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives and carrier representatives to deliver superior client service experience. Independent Agency experience is preferred with a minimum of 5 years prior experience and Property & Casualty Licensed is required.
Reports To Personal Lines Account Manager
Essential Functions
Prepare binder certificates, auto ID cards, automobile insurance cards, account summaries, endorsements, policies, lost policy release, and account balance status as needed.
Ability to work on carrier websites for rating/quoting and making change requests.
Prepare all invoice transactions including preparation of finance agreements.
Inform and educate clients regarding policy coverage changes exclusions and other policy information.
Maintain expiration log of existing assigned book of business.
Adhere to all agency procedures and E&O guidelines.
Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, thank you cards, etc.
Provide technical support to account executives and producers.
Participate in special projects and other duties assigned.
Ethical Conduct
Strategic Thinking
Decision Making
Communications Proficiency
Presentation Skills
Strong Computer Skills. Experience with Applied EPIC Agency Management System (preferred).
Supervisory Responsibility None
Flexibility for hybrid work schedule.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
Position Type / Expected Hours of Work Full Time Position – 40-hour work week
Travel Travel is minimal, although some out-of-area and overnight travel may be expected
Required Education & Experience
High School diploma or GED
Minimum of at least 3 years of experience in similar position
Organized, demonstrated skills in effective written, listening and verbal communication
Possess persuasive communication skills in dealing with clients and associates
Knowledge of personal lines coverage
Preferred Education & Experience
Licensed Property & Casualty agent
Advanced technical education in attainment of insurance related designations [CPCU, CIC, CISR
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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Reports To Personal Lines Account Manager
Essential Functions
Prepare binder certificates, auto ID cards, automobile insurance cards, account summaries, endorsements, policies, lost policy release, and account balance status as needed.
Ability to work on carrier websites for rating/quoting and making change requests.
Prepare all invoice transactions including preparation of finance agreements.
Inform and educate clients regarding policy coverage changes exclusions and other policy information.
Maintain expiration log of existing assigned book of business.
Adhere to all agency procedures and E&O guidelines.
Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, thank you cards, etc.
Provide technical support to account executives and producers.
Participate in special projects and other duties assigned.
Ethical Conduct
Strategic Thinking
Decision Making
Communications Proficiency
Presentation Skills
Strong Computer Skills. Experience with Applied EPIC Agency Management System (preferred).
Supervisory Responsibility None
Flexibility for hybrid work schedule.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
Position Type / Expected Hours of Work Full Time Position – 40-hour work week
Travel Travel is minimal, although some out-of-area and overnight travel may be expected
Required Education & Experience
High School diploma or GED
Minimum of at least 3 years of experience in similar position
Organized, demonstrated skills in effective written, listening and verbal communication
Possess persuasive communication skills in dealing with clients and associates
Knowledge of personal lines coverage
Preferred Education & Experience
Licensed Property & Casualty agent
Advanced technical education in attainment of insurance related designations [CPCU, CIC, CISR
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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