- Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
- Meets customers' daily requests including policy changes, certificates of insurance, provides answers to customer questions.
- Monitors policy expiration list to be certain that expiring policies are renewed.
- Monitors accounts receivable balances on assigned accounts.
- Provides administrative support to producers including preparing insurance applications.
- Cross-sell insurance and bank services in a professional manner.
- Complete required training associated with job function.
- Performs other duties as required. Qualifications Education:
- Bachelor's degree preferred, but not required. Experience:
- Prior insurance experience is preferred.
- Prior work with Excel, Word and related software is required. Skills:
- Thorough knowledge of insurance products and coverages.
- High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
- Ability to empathize with customers and to respond appropriately.
- High level of ability with Word, Excel and related software.
- May be required to work earlier or later than the normal workday.
- Must maintain an Insurance Producers license and a valid driver's license.
- May require work outside the office, extended hours or customer visits.
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