Personal Lines CSR

Key Responsibilities

• Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.
• Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
• Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client.
• Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or refer to the producer only when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Be familiar with and follow agency E&O guidelines.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Perform special projects at management's request.

Skills, Knowledge and Expertise

Benefits

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