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Job
Location: |
Triad |
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Job Title: |
Client
Service Agent |
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Job Description: |
Primary
Purpose: To
support agents by servicing accounts in the Commercial Property and Liability
area; to be familiar with company guidelines and underwriting; to be
knowledgeable in coverages; to maintain rapport
with clients and company underwriters and to develop existing accounts. Essential
Duties and Responsibilities: Following
is a summary of the essential functions for this job. Other duties may be performed, both major
and minor, which are not mentioned below.
Specific activities may change from time to time. 1.
Receive phone calls, answer questions, process and resolve customer service
requests and problems primarily with insurance carriers and other BB&T
personnel. 2.
Order and process new business, renewals and changes, including updating the
computer system. 3.
Invoice premiums. 4.
Maintain proper documentation on coverages and
exceptions. 5.
Maintain customer files on both paper and computer, according to procedure. 6.
Obtain expiration dates for policies not written by us to follow up and
quote. 7.
Monitor all expirations and be sure all renewals are processed. 8.
Refer other insurance lines to appropriate departments. 9. Review accounts at renewal. 10.
Due to changing business conditions, management may request that additional
duties or functions are assigned to this position. Required
Skills and Competencies: 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. 1.
Grade assignment based primarily upon the individual's mid level of
experience and production capacity to service a medium size book of business
2. High school graduate or equivalent education and related training and
receiving industry training by working toward an insurance designation 3.
Property and Liability License 4. Keyboarding/typing skills 5. Excellent
interpersonal skills, both verbal and written |
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Contact Name: |
Wanda
Huey |
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Agency/Company: |
BB&T |
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Address: |
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Phone: |
336-547-2035 |
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Fax: |
336-547-2036 |
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Email: |
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Job Number: |
1726 |
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Date Posted: |
06/13/2008 |