Commercial Lines Csr - West Chester, United States - Ferullo Insurance Agencies, LLC

Description

• Processing certificates of insurance accurately in a timely manner.
• Serves as a client advocate and a primary point of contact for assigned accounts
• Develops professional business relationships with all clients and demonstrates a clear understanding of the client's core business
• Manages client expectations, service commitments, and anticipates needs of the client
• Understands client's deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures
• Analyses commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control
• Works with larger and complex accounts and assists clients with the strategic design of insurance plans
• Acts as field underwriter and authorized representative of the insurance carrier in order to determine if coverage should be bound. Binds coverage as appropriate
• Strategically remarkets renewals to ensure a high level of account retention
• Prepares proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. Determines and communicates various options for billing and invoicing
• Provides service to current and new clients by informing and educating them concerning policy coverage and/or changes in an automated environment
• Assists clients in submitting first reports of claims by obtaining adjusters or visits from agency staff (i.e. Claims Advocate). Facilitates the prompt response from carriers and their staff in an effort to work toward a settlement of all claims
• Reviews audits of policies and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed. Proactively communicates with client any significant audit differences and determines the need for further action
• Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency's financial equity
• Maintain and updates electronic files
• Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients
• Assures policies are accurate and renewed in a timely manner
• Recommends process improvements as needed
• Other duties and special projects as assigned

• 401(k)
• 401(k)

• Dental insurance
• Health insurance
• Onthejob training
• Paid time off
• Professional development assistance
• Vision insurance

• 2 years

• 8 hour shift
• Day shift
• Morning shift

• Monday to Friday
• No weekends

• Inperson
• Office

• West Chester, PA preferred)

• West Chester, PA 19380: Relocate before starting work (required)