Commercial Lines Insurance Specialist

2 weeks ago


Jackson, Mississippi, United States Ross & Yerger Insurance, Inc. Full time

Job Overview

Ross & Yerger Insurance, Inc. is seeking a highly skilled Commercial Lines Client Representative to join our team in Jackson, MS.

The estimated annual salary for this position is $55,000 - $70,000 based on industry standards and location.

Main Responsibilities:

  • Process endorsements, audit policies, cancellations, reporting forms, and invoicing according to the company's procedures manual within an acceptable timeframe with accuracy.
  • Issue new and renewal certificates of insurance and EPIs.
  • Prepare and secure premium finance agreements and surplus lines non-admitted forms, as well as mod master documents.
  • Obtain a P&C license after six months on the job.
  • Create and prepare proposals and presentations from the direction of Client Managers.
  • Prepare various reports, exhibits, and spreadsheets, including premium and loss recap, schedules of insurances, etc.
  • Input new client data and assist in applications for the renewal process.
  • Maintain good documentation through the use of good scanning procedures, telephone logs, notes, etc.
  • Handle the team's client discrepancies in a timely fashion.
  • Collect underwriting information such as loss runs, MVRs, driver's lists, and experience mod worksheets.
  • Sort and distribute mail daily for the team.
  • Maintain and monitor daily suspense to follow up on items requested of clients and carriers.

Requirements:

  • A High School Diploma or equivalent and at least two years of full-time work experience, or at least a two-year college degree.
  • Basic computer/data entry skills (agency management, word processing, spreadsheets).
  • Good interpersonal skills and customer focus.
  • The ability to do detailed work effectively and efficiently.
  • The ability to effectively communicate both orally and in writing.


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