Insurance CSR Administrative Assistant

3 weeks ago

Fairfield, United States Jason Street - Allegiance Insurance Full time

JOB SUMMARY: 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

Retention and Continuous Marketing:

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.

Personal and Organizational Development:

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.

KNOWLEDGE, SKILLS, AND ABILITIES

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.

Benefits:

401k with match

Health benefits

Flexible hours

Salaried pay

Growth opportunities

Join our team and contribute to our success in providing top-notch insurance services

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