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    Experianced Customer service representative - Houston, United States - Secured Risk Insurance Group, Inc

    Secured Risk Insurance Group, Inc
    Secured Risk Insurance Group, Inc Houston, United States

    3 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    To provide assistance to producers with handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines; to provide customer service to clients as assigned and requested. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts.


    Benefits

    Annual Base Salary + Bonus Opportunities

    Paid Time Off (PTO)

    Health Insurance

    Dental Insurance

    Vision Insurance

    Hands on Training

    Mon-Fri Schedule

    Career Growth Opportunities

    Retirement Plan


    Responsibilities
    • Provide positive, prompt, accurate, and courteous service to clients.
    • Coordinate expirations with producers to obtain renewal and/or new business information. Maintain expiration control log.
    • Assist in marketing new and renewal business, determine premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier. Accompany producer to client meetings when requested.
    • Check new and renewal policies for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to the client or producer for delivery.
    • Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer when necessary.
    • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
    • Perform special projects at managements request.
    • Meet with clients to discuss and handle their insurance needs.
    • Keep producers fully informed of all important activities on their accounts.
    • Assist other departments and producers in cross-selling and account rounding.
    • Perform other related duties as assigned.

    Requirements
    • Experience: At least five (3) years of experience in a similar position is desirable.
    • Education requirement: College degree preferred.
    • P&C Insurance License (Required)
    • Must understand and analyze commercial lines insurance coverage, forms, procedures, and policy rating systems.
    • Should have a thorough understanding of commercial lines underwriting and coverages.
    • Must desire to acquire advanced insurance designations.
    • Must be proficient in various computer software applications in word processing, spreadsheets, database, and presentation software (MS Word, Excel, Outlook, Access, PowerPoint).
    • Professional designation is a plus.
    • Must have a reliable source of transportation.
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