Job Description
Position Summary: Provide prompt, accurate, and courteous service to clients and colleagues in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding, and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth by working with producers and other colleagues on special projects or duties as directed.
Major Responsibilities:
Responsible for servicing small to mid-size commercial line clients/accounts.
Submit for new/renewal business, market, and prepare proposals.
Prepare change requests and review audits and policies for accuracy.
Setup & prepare new account files in AMS 360 per agency procedures.
Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
Review all renewals with producer at least 120 days prior to expiration to determine marketing strategies.
Prepare and process cancellation when required and follow up on notices of cancellations per agency procedures.
Respond to all carrier memos and process any necessary updates.
Prepare and process client request, including ID cards, evidence of property, certificated of insurance and binders.
Review policies and related documents for accuracy and deliver policies to insureds as needed.
Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed.
Evaluate and recommend additional coverage based on client needs. Quote / propose as appropriate.
Keep producers fully informed of all important activities on their accounts.
Review monthly reports - Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.
Performance Expectations:
Service Company and Clients in a manner to avoid potential exposure to E&O claims.
Alert management of incidents that may require management assistance or approval.
Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
Process clients’ requests (i.e., ID cards, certs, binders) within 24 hours of request.
Maintain current, consistent, detailed documentation on all client activity, phone conversations and correspondence in AMS 360.
Utilize AMS 360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
Prioritize workload and request assistance as necessary to reduce backlog.
Participate with management and other departments/personnel on special projects and other duties as needed.
Keep current on rates, forms, and coverage changes through bulletins, trade publications, and seminars.
Participate in seminars and classes for skill and knowledge development.
Minimum Qualifications/Requirements:
High School diploma or equivalent is required, college degree appreciated.
Active Texas General Lines P & C License required.
Professional designation is a plus, but not required.
Proficient with AMS 360
Good listening skills, attention to detail, and a positive attitude are essential.
Extensive knowledge of commercial insurance and associated products required.
Benefits:
- Dental insurance
- Flexible schedule
- Paid time off
- Vision insurance
- Free Gym Membership On-Site
Contract type:
- Permanent
- Monday to Friday
- In-person
- Office
License/Certification:
- TX General Lines P & C License (Required)
Job Type: Permanent
Pay: From $70,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Paid time off
- Vision insurance
- Work from home
Weekly day range:
Work setting:
License/Certification:
- Texas General Lines Insurance Producer License (Required)
Work Location: In person