Insurance Commercial Lines Customer Service Agent
First United Bank and Trust, Moore, OK, United States
SUMMARY
The Commercial Lines Customer Service Agent - Small Business performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) 1. Service Commercial Lines Book of Business
Endorsements
Billing/payments (invoice transactions, record payments, prepare finance agreements)
Claims
Create new/renewal business submissions
Loss runs (create letters, order loss runs / obtain/order experience modifiers)
Gather & help complete supplemental applications & supporting documentation
Issue certificates, evidence of insurance, auto ID cards and binders
Check and mail out policies
Create proposals for agent- if needed
Cancellation tracking and processing (pending and cancelled)
Audit tracking
Bond
2. Remarkets
3. Quote account rounds for existing CL business
4. Keep up with carrier updates and underwriting information
EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
High School diploma or GED equivalent
College degree preferred
Industry knowledge preferred
Obtain and maintain applicable licensing
Insurance designation preferred
Technical/Functional Competencies
Proficient in PC operating systems- Applied Epic
Proficient Microsoft office
Knowledge of and experience with Carrier websites
Knowledge of and experience with Comparative rater websites
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations Edmond, Moore, Plano-Parkwood
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) 1. Service Commercial Lines Book of Business
Endorsements
Billing/payments (invoice transactions, record payments, prepare finance agreements)
Claims
Create new/renewal business submissions
Loss runs (create letters, order loss runs / obtain/order experience modifiers)
Gather & help complete supplemental applications & supporting documentation
Issue certificates, evidence of insurance, auto ID cards and binders
Check and mail out policies
Create proposals for agent- if needed
Cancellation tracking and processing (pending and cancelled)
Audit tracking
Bond
2. Remarkets
3. Quote account rounds for existing CL business
4. Keep up with carrier updates and underwriting information
EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
High School diploma or GED equivalent
College degree preferred
Industry knowledge preferred
Obtain and maintain applicable licensing
Insurance designation preferred
Technical/Functional Competencies
Proficient in PC operating systems- Applied Epic
Proficient Microsoft office
Knowledge of and experience with Carrier websites
Knowledge of and experience with Comparative rater websites
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations Edmond, Moore, Plano-Parkwood
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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