Responsibilities:
• Assist in managing the property, casualty, and management liability programs for assigned clients while providing excellent customer service.
• Responsible for processing applications for insurance and handling service requests for clients according to established procedures.
• Respond to routine telephone calls and correspondence in a prompt manner
• Responsible for processing of certificates of insurance, automobile identification cards, endorsement changes, and policy review
• Assist team members in the renewal and new business process including preparation of proposals.
• Enter information and be comfortable using carrier on-line rating systems
• Responsible for ensuring the Agency Management System (Applied Epic) is current and up to date.
• Run reports from Agency Management System as requested and assigned.
• Hold primary responsibility for invoicing and interacting with accounting group as needed.
• Attend client meetings and carrier visits as needed.
Qualifications:
• Self-starter with excellent time management, adaptability, organizational skills and attention to detail.
• Humbly confident with a genuine personality.
• Understands importance of accountability to clients and co-workers.
• Ability to deliver results, regardless of the situation.
• Innovative.
• Ability to maintain the highest level of confidentiality.
• Present self in professional manner and able to interact with all levels of organization and outside contacts.
• Excellent oral/presentation and written communication skills.
• Strong computer skills – including Microsoft Office (Outlook, Word, Excel, and PowerPoint) and industry-specific computer software, such as Agency Management Systems.
• Working knowledge of applicable laws, regulations and industry standards.
• P&C license preferred.
• 5+ years customer service experience preferred.
