Reports To:
Account Manager, Senior Account Manager or Commercial Lines Manager 

Purpose:
To maximize client retention and new sales by assisting commercial
lines staff in the completion of administrative functions.

Primary Responsibility:

• Respond to client requests in a timely and effective manner
• Respond to account manager requests in a timely and effective manner
• To individually handle new and renewal business under supervision of the Customer Service Agent.
• Call underwriters to confirm applications are logged in
• Call the client to obtain any additional information they need to underwrite the application
• Set up and maintain customer files according to agency procedures
• To attach various transactions to customer files according to agency guidelines
• To check policies and endorsements for accuracy.
• To follow-up on suspense items within two (2) days of the diary date.
• To perform various rating calculations.
• Issue certificates of insurance, insurance applications, identification cards, etc.
• To follow-up on binders and renew, as needed
• To add and maintain risk files on the computer according to agency automation procedures.
• To invoice new and renewal business no later than inception date and endorsements within the month of issuance by the company.
• To compose letters to insurance companies and clients with final draft being reviewed by Account Manager.
• To contact insurance companies and clients by telephone, when necessary.
• To meet with Account Manager regularly (at least once a month) to review accounts and work being processed.
• To make photocopies of various documents.
• To maintain insurance forms supplies for the department.
• To perform miscellaneous projects at management’s request.
• To follow agency systems, procedures and insurance company regulations.
• To attend 90% of all training seminars and meetings sponsored by the agency.
• To adhere to agency attendance policy.

Qualifications:

• High school diploma or equivalent.
• Minimum one year prior experience as an assistant in an insurance agency.
• Completion of attendance in insurance classes, such as INS 21,22, 23
• Have Fire & Casualty insurance license.