Job Description
Job Description
Primary Responsibilities:
- Manages the service and sales support for assigned book of commercial lines business
- Assists with all new and renewal submissions
- Markets new business and current accounts in a timely manner
- Review Policies for accuracy and completeness
- Reviews client policy transactions to verify they are in accordance with company guidelines
- Documents all activity related to a customer/policy in agency management system
- Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
- Provides prompt, accurate, and courteous service to customers, producers, and company personnel
- Improves insurance skills and knowledge by seeking out educational opportunities
Desired Skills:
- Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience
- EPIC agency management system software experience strongly preferred
- Experience working with multiple lines of commercial coverage
- Fosters a proactive relationship with customers and company representatives
- Possesses excellent organizational and technical skills, is a problem solver and self-starter
- Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
- Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
- At least one professional insurance designation preferred