Receptionist + Customer Service Rep, Personal and Commercial Lines

PRIMARY OBJECTIVES:

• Maintain physical presence at front desk between hours of 9:00 AM-5:00 PM each business day other than two 15-minute breaks and one hour lunch break.
• Answer inquiries and obtain information for the public, customers, visitors, and other internal parties.
• Provide information regarding activities conducted at Nesbit Agencies, location of departments, offices, and employees within the organization.
• This position is a full-time position which requires the employee to work at least 32 hours to receive company benefits.
• Administration of all aspects of Personal and Commercial Lines insurance policies.
• Assist in the planning and development of information systems and data in support of Personal and Commercial Lines insurance claims and policy management.
• Serve as a point of contact and liaison with internal and external constituencies on Personal and Commercial Lines insurance policy and claims functions.

MAJOR AREAS OF ACCOUNTABILITY:

• Answer questions from employees or public
• Review of AMS daily activity report
• Pull carrier reports
• Use computers to enter, access or retrieve data
• Distribute correspondence or mail
• Operate business machines.
• Maintain inventory of office forms and supplies
• Operate telephone switchboard to answer, screen and forward calls, providing information, taking messages, and scheduling appointments.
• Keep a current record of staff members’ whereabouts and availability.
• Transmit information or documents to customers, using computer, mail, or facsimile machine.
• Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
• Maintain appearance of reception area.
• Collect, sort, distribute and prepare mail, messages and courier deliveries.

Miscellaneous

• Respond to all client, producer, or carrier rep calls and e-mail within 4 hours.
• Oversee and manage collection and maintenance of claims data and records. Input claims and send to carriers.
• Monitor large loss activity for prospects and advise producers of large audits/claims or endorsements.
• Review issues of certificates of insurance.
• Handle invoicing on agency-billed policies.
• Handle billing questions for insureds. Prepare past-due reports and advise producer of any down payments or installment payments that have not been received.
• Process requests for endorsements/claims and send to carriers.
• Coordinate providing information to producers, insureds, adjusters, and carriers. (e.g. verify coverage for insureds, print summaries of insurance, billing questions, process name changes, auto changes, etc.)
• Perform miscellaneous job-related duties as assigned.

New Business

• Assist producer and Marketing with applications for prospects.
• Assist in preparing correspondence to obtain loss runs from carriers if requested by either the Producer or Marketing.
• Bind account and issue binders immediately when given binding instructions and down payment from producer.
• Send issuing instructions to carriers along with down payment received from producer.
• Process premium invoices. Obtain quotes and set up premium financing if needed.
• Issue certificates of insurance, state filings, auto ID cards, and state posting notices.
• Mail all documentation to insured along with any additional correspondence requested by producer. Responsible to ensure all documentation is complete and accurate before giving to insured and that information is mailed out on time.

Renewal Business

• Print out future application, order loss run, MVR, etc. for Marketing or Producer on account they want remarketed. Give application and information to Producer within 5 working days to review and make any changes/corrections they want made or to complete any application questions.
• Assist Producers and Marketing with application and/or enter completed application into system.
• Complete renewal proposal for producer on accounts that are not remarketed. Review for accuracy or changes and give to agent to mail out. CSR responsible for the accuracy. Create summary of insurance to clearly identify changes to the new policy that are different from the previous policy.
• Upon program selection by Producer, responsible for creating proposal and summary for Producer to submit to client at least 2 weeks prior to X-date.
• Bind account and issue binders immediately when given binding instructions and down payment from Producer.
• Send issuing instructions to carriers along with down payment received from producer.
• Process premium invoices. Obtain quotes and set up premium financing if needed.
• Issue certificates of insurance, state filings, auto ID cards, and state posting notices.
• Mail all documentation to insured along with any additional correspondence requested by producer. CSR is responsible to ensure all documentation is complete and accurate before giving to insured and that information is mailed out on time.

MINIMUM QUALIFICATIONS

A. Education and Experience

Bachelor's degree with 3-5 years’ experiences directly related to the duties and responsibilities specified.

OR

Five or more years’ relevant work experience, which includes Customer Service and/or sales of insurance services.

• PC experience, particularly word processing, spreadsheet and presentation software.
• Property & Casualty insurance producer’s license.
• Account Management System experience (preferred).

Job Type: Full-time

Pay: $19.00 - $29.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Andover, MN 55304

Salary : $19 - $29