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Commercial Insurance Property
2 months ago
POSITION SUMMARY: Manage small, medium, and large commercial insurance accounts in mid-sized independent insurance agency. Position consists of primary day-to-day point of contact with customers and liaison between the client, carrier and sales producer.
BRIEF JOB DESCRIPTION:
- Professional and prompt customer service including phone, email, and walk-in inquiries on new and existing client accounts.
- Coordinate policy changes, receive and process new claims, and assist as needed on existing claims.
- Audit review and processing including audit dispute resolutions.
- Handling and processing of surety bond requests including bid, payment, and performance bonds.
- Keep precise records of customer interactions and transactions, recording details of inquiries, concerns, and comments, as well as actions taken in the agency management system (AMS 360).
- Receive direction from carriers and sales producers to assist in project and/or proposal delivery, policy changes, requests for additional information.
- Market all lines of coverage for new and renewal commercial risks including additional lines of coverage. This includes the creation of submissions, preparation of proposals, binding of coverage with carriers, billing and review of policies
