COMMERCIAL LINES CSR

This is a full time position salaried plus commission.  Company sponsored(100% contributory) group health, dental and life insurance.  Contribution into company sponsored health savings account.  Vacation, personal time of 3 weeks and 10 paid holidays.

 

•             Processes incoming mail, e-mails, faxes, phone calls and office visits; responds promptly and professionally

•             Analyzes client needs, coverage forms, policies and quotes; identifies exposure to loss and recommends appropriate coverage solutions

•             Occasionally accompanies Producer on prospect and client meetings if needed

•             Completes applications and submits to appropriate carriers for quoting and issuance

•             Prepares summaries of insurance, schedules and proposals as needed

•             Orders and issues binders, proofs of insurance, endorsements and other related items

•             Reviews audits of policies; verifies accuracy and facilitates corrections as needed

•             Determines reasons for cancellation requests; acts to save accounts

•             Processes renewals in accordance with agency standards and procedures

•             Assists clients in submitting first reports of claims; facilitates prompt response from carrier; follows up on claims status in accordance with agency standards and procedures

 

 

Skill set:

 

•             Appropriate producer insurance licenses (Property, Casualty, Life, Health, Accident and/or Sickness preferred)

•             Knowledge of insurance products, markets, rating and underwriting procedures

•             Working knowledge of Microsoft Windows, Word, Excel, and Outlook

•             Working knowledge of Agency Management Systems (AMS 360 preferred)

•             Field of vision must be adequate to perform computer related responsibilities which are used in 100% of work

•             2 or 4 year degree preferred, but will consider anyone with some college and insurance experience

 

Contact Dan Gilbert at 828-691-1698 dan@dangilbertinsurance.com.