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Commercial Lines CSR

Company: Jobot
Location: Glendale
Posted on: June 29, 2024

Job Description:

This Jobot Job is hosted by: Dana StarkAre you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.Salary: $50,000 - $75,000 per yearA bit about us:We have been established for over 30 yrs. and we are licensed to operate nationwide, and represent our clients with the best coverage options available.Why join us?We are a stable, growing company that is looking to take the business to the next level.Job DetailsTo perform this job successfully, an individual must be able to perform each essential dutysatisfactorily. The requirements listed below are representative of the knowledge, skill and/or abilityrequired. Reasonable accommodations may be made to enable individual with disabilities to performthe essential functions.Essential Duties and Responsibilities:? Respond to client requests for certificates of insurance according to agency guidelineswithin 30 minutes of receipt? Process renewal certificates of insurance at the direction of Account Manager.? Data entry in the agency management system? Quote and process "add on" agreements to existing finance agreements to premiumfinance company? Policy processing including pulling policies from websites and attach in the agencymanagement system, check policy for accuracy (comparing it to the proposal and agencymanagement system) and handle corrections according to agency guidelines, transmitpolicies electronically to client or set up policies in 3-ring binders (based on client'spreference) and mail to client? Process all change requests including updating the Agency Management Systemwith the request, notification to carrier of requested change(s) and verification ofchange endorsement for accuracy when received including all documentationrequired in the Activity generated by this change.? Receive, review and document correspondence (phone, email, mail, fax, etc.) in agencymanagement system, according to agency guidelines? Review Activity follow up list on a daily basis and take appropriate action? Assist with the cancellation process according to agency guidelines? Assist with the (potential) missed expiration report according to agency guidelines? Assist with policy renewal process by obtaining Motor Vehicle Records, Loss Run reportsfrom carriers and clients, prepare renewal exposure requests. Update Renewalcertificate templates in Applied.? Assist with Voluntary Audits and Final Audits at direction of Account Manager? Transact agency bill items with Account Manager instruction? Create Monthly Reporting of Total Insurable Values from agency management system, preinvoice adjustment, follow up with client until report received and paid, if client advisescorrections then adjust report and pre-invoice and resubmit to client for payment. Transmitfinalized Monthly reported TIV to carrier. Set follow up for next month's report.? Comply with agency standards, policies and proceduresThis description is not meant to be all-inclusive and may be modified from time to time at thediscretion of management. In addition, focus may be broad in scope and include involvement inmany of the items above or focus may be more concentrated to fewer tasks.Qualifications/Requirements? High school diploma or equivalent? Prior Insurance Experience preferable? Current and valid Property & Casualty Insurance License? Proficient in Word and Excel? Performs functions on agency management system proficiently? Works as a team member to achieve department goals and overall company goals? Demonstrates positive customer service skills internally and externally? Maintains confidentiality of all information related to clients, customers, employees and carriers asappropriateInterested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Glendale , Commercial Lines CSR, Other , Glendale, Arizona

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