Experianced Customer Service Representative - Houston, United States - Secured Risk Insurance Group, Inc

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

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
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.


Salary:
$ $ per year


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 crossselling 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.
  • Professional designation is a plus.
  • Must have a reliable source of transportation.

Company Description
Full-service agency servicing 25 states for all lines.
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