JOB SUMMARY:
Under the direction of the Commercial Lines VP, this position will provide support to clients and Account Executives in obtaining, maintaining, and servicing commercial lines accounts.
RESPONSIBILITIES:
• Generates evidence of insurance for insureds, mortgages, and lessors.
• Processes endorsements across several different lines of insurance by adding/deleting vehicles and drivers, mailing addresses, contact information, premise addresses, etc.
• Retrieves policy documentation from various insurance portals for Account Executive review.
• Responsible for taking payments, handling cancellations, and updating clients.
• Creates and maintains summaries of insurance.
• Sends policies to insured.
• Answers insurer’s inquiries about their insurance.
• Conducts audits.
• Reviews and processes loss run requests.
• Drafts and sends close out letters.
• Other duties as assigned.
REQUIREMENTS:
• 440 Insurance License, preferred.
o Must obtain license within 6 months of employment.
• Customer service experience in insurance, desirable.
• Strong technical insurance knowledge and background. Strong customer service focus, energetic, action oriented and ready to seize any opportunity.
• Responds with a sense of urgency as required.
• Strong communication and negotiation skills under stressful situations.
• Ability to work independently but also assists members of the team.
• Ability to always maintain professional manner.
• High Degree of self-motivation, discipline, and discretion.
• Advanced time management and organization skills.
• Strong Microsoft Word, Outlook, and Excel knowledge.
Respond to this ad:
JAG Insurance Group
Yanin Hernandez
yhernandez@jaginsgroup.com