- Assist clients with customer service needs by corresponding and communicating via email and phone with clients, producers and insurance carriers.
- Maintain accurate data in the agency management system according to agency procedures.
- Process policy renewals, changes and cancellations.
- Prepare documents for new accounts including certificates, auto ID cards, evidence of insurance.
- Input transactions into Agency Management System to generate billing invoices and ensure that policies are delivered and/or mailed to client in a timely manner.
- Market new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department.
- Other responsibilities include reviewing audits, filing and monitoring open claims, marketing, binding, and bonding.
- Additional duties as requested by management.
- Ability to analyze and solve technical issues related to commercial insurance accounts.
- Ability and willingness to follow agency procedures.
- Ability to organize, prioritize and manage multiple tasks.
- Detail oriented, resourceful – strong decision-making skills.
- Excellent interpersonal skills.
- Effective verbal and written communication.
- 2+ years of experience in the commercial lines insurance industry, preferably in an agency setting.
- Market knowledge of rates, forms and coverage pertaining to commercial insurance accounts
- Missouri Property and Casualty Insurance license preferred.
- Required computer skills include a strong working knowledge of Microsoft suite of products including Word and Outlook along with the ability to utilize an agency management system.
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
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Commercial Insurance Representative - Springfield, United States - Nixon & Lindstrom Insurance
Description
Job Description
Job DescriptionNixon & Lindstrom Insurance is seeking an experienced Commercial Lines Client Relations Specialist to service and manage a commercial lines book of business and aid our sales team in marketing and binding new accounts.
Duties/Responsibilities:
Skills:
Requirements/Experience:
Medical insurance, basic life insurance and 401k provided subject to policy terms and waiting periods. Optional benefits include dental, vision, voluntary life, accident, critical illness, short term disability and long-term disability; subject to policy terms and waiting periods.
The work hours are 8:30 - 5:00 weekdays with no evenings or weekends.
Benefits:
