Insurance CSR
2 weeks ago
The Insurance CSR / Administrative Assistant will be responsible for data entry and customer service. They will assist producers with prospecting, marketing, and quoting (Commercial/Personal Lines/Life and Benefits Accounts).
PRIMARY RESPONSIBILITIES AND DUTIES:
- Customer Services include answering phones and greeting customers.
- Process and review insurance documentation and ensure all documents are complete.
- Take payments from customers and process them through the Remote Deposit System.
- Maintain office supply inventory.
- Serve as a back-up for other jobs as necessary.
- File and maintain customer insurance files. This information is personal and confidential.
- Identifies and develops insurance prospects and appropriate markets.
- Creates and maintains client or prospect lists.
- Creates insurance proposals; makes sales presentations to prospective and binds policies with existing clients on new and renewal business
- Completes and submits applications and related documentation to appropriate insurance markets.
- Prepares, requests, and sends binders to insureds.
- Educates clients concerning agency payment expectations and cancellation procedures.
- Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.
- Travel may be required
- Explains coverages and exclusions and documents explanations in CRM for future reference.
- Works with clients to ensure limit and coverage adequacy.
- Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.
- Creates letters to clients offering coverage, and sharing information and advice regarding insurance matters. Uses these to round out accounts fully.
- Review existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary.
- Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.
- Review appropriate policy change requests and other account activity.
- Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered.
- Recommends and helps insureds carry out loss control programs, independently and with company loss control staff.
- Contacts insureds to assist in collection of past due premiums or audit amounts.
- Retains assigned percentage of accounts at each renewal.
- Continues to develop relationships with the insured.
- Accepts and handles any duties/prospects as assigned by agency management.
- Participate in sales meetings.
- Identifies training needs with assistance from managers.
- Develops a personal improvement plan, and take responsibility for learning and improving technical and sales skills regularly.
- Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc.
- College education or equivalent insurance experience.
- Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately.
- Ability to understand written and oral communication and to interpret abstract information.
- Must have and maintain (Property, Casualty, Life, and Health License).
- Full knowledge of insurance products and usages.
- Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists and enter into CRM.
- Full knowledge of insurance markets and reference to markets.
- Knowledge of insurance rating and underwriting procedures.
- Ability to generate new business sales, retain existing business, and to close sales in insurance.
- Ability to carry out complex tasks with concrete and abstract variables.
- Ability to add, subtract, multiply, and divide whole numbers, and to perform simple calculations involving decimals and fractions with accuracy.
- Ability to utilize computer programs and understand functionality.
- Ability to drive a vehicle, visit clients, and make related calls to others.
- Ability to process written and other materials visually.
- 401k with match
- Health benefits
- Flexible hours
- Salaried pay
- Growth opportunities
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