Commercial Lines Customer Service Agent

Job Summary: Smallwood & Small Insurance is seeking an exceptional individual who is familiar with all aspects of commercial lines account management. This role will give you the opportunity to work independently and in a fast-paced, dynamic team environment. You will work with teammates, customers, prospects, and carrier partners to perform customer service duties and assist producers in account management and business transactions. The ideal candidate will take initiative on activities that will assist producers in account retention and will be able to carry out work projects to completion with minimal guidance.

Primary Responsibilities and Duties:

·       Review applications, endorsements, and policies

·       Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities

·       Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier

·       Maintains and updates files in agency management system

·       Verifies policy and change information, facilitating corrections when necessary

·       Processes incoming email and mail requests, responding promptly and appropriately

·       Processes customer requests through carrier requesting changes, cancellations, requests for binders, policy issuance, and certificates of insurance

·       Reviews walk-in payments and verifies acceptability; processes, as appropriate, providing receipts to payers

·       Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed

Personal and Organizational Development:

·       Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities, including prioritizing workflow based on urgency, new business vs. renewal, expiration date of policy, revenue size of account and potential to close

·       Maintains a cordial and professional relationship with clients, co-workers, carriers, vendors, and other business contacts

·       Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance

·       Interacts with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency

·       Strong ethical values and integrity

Knowledge, Skills, and Abilities:

·       Active Property and Casualty License

·       Commercial Lines experience required

·       Excellent written and oral communication skills

·       Thorough and detail-oriented to manage multiple clients, tasks, and requests

·       Ability to utilize computer programs and understand functionality

·       Professional, committed, and self-motivated with the ability to focus on daily tasks

·       Knowledge of or willing to learn Insurance Management Solutions (IMS) System & DSPro

·       Proficient with Microsoft Office – Outlook, Word, Excel

·       Bilingual in English/Spanish a plus but not required

Benefits:

·       Full-Time

·       Monday – Thursday 9am-5pm & Friday 9am-3pm

·       Competitive compensation package

·       Medical, dental, vision, retirement

·       Paid vacation, personal time, and sick days

·       Paid holidays off