Job Description

Job Summary :

Under the direction of the Director of Property & Casualty Client Services , performs a variety of essential tasks for the Property & Casualty Department to ensure clients receive prompt , accurate and professional service . Duties include processing insurance policies for certain coverage lines , maintain files, preparing vehicle ID cards , completing and following up on applications for renewals , responding to requests for coverage alterations , information or endorsement , updating agency management system , managing files, and providing general office assistance including data input, copying , mail processing , phone duties , and completing special projects as assigned . The position also provides ongoing customer service regarding insurance coverage and information requests .

PRINCIPAL DUTIES & RESPONSIBILITIES

• Manage portfolio of commercial accounts as assigned by providing quotes to clients, confirming & binding coverage, coordinate policy changes, set up and maintain files. Respond to customer requests and inquiries ensuring resolution of all customer service contacts. Initiate communication with clients and/or underwriters to clarify or acquire necessary information to effectively service.

• Accurately maintain policy detail , activity and communication in Agency Management System in accordance with established agency

• Manages the accuracy of agency files by reviewing insurance policies for correct information in relation to the application , carrier quotation , and

• Collaborate & communicate with Account Executive(s) on assigned accounts to ensure transparency and accountability

• Analyze construction contract documents for insurance-related requirements

• Process policy transactions : Endorsements , Audits , OCP, RRP & manage follow -up list

• Initiate renewal information gathering & document preparation

• Oversee certificate processing of assigned accounts

• Prepares, prints and mails vehicle ID cards .

• Completes special project assignments and position related tasks as assigned by Account Executive or Director .

• Maintains the confidentiality of all client and organizational data.

• Demonstrates integrity and honesty and a positive attitude toward clients , other staff, management , and business contacts in performing the duties and responsibilities of the position.

• Performs other duties as assigned .

The above statements are intended to describe the general nature and level of work being performed by an employee assigned to this classification . They are not to be construed as an exhaustive list of all job duties performed by personnel so classified .

Required Skills and Qualifications

• H igh school diploma or administrative/clerical training.

• Possession of an active & valid State of Michigan Property & Casualty Insurance Agent License is required .

• Minimum of three years of experience managing commercial insurance business is required .

• Computer skills necessary to maintain various records and prepare reports.

• Good organization and time management skills are required to successfully perform the duties of this position.

• Knowledge and understanding of generally accepted office procedures .

• Interpersonal skills necessary to communicate effectively with a wide variety of business associates including clients , all levels of staff, Insurance companies , etc. in the exchange of information and resolution of outstanding issues .

Job Tags

Similar Jobs