Commercial Lines Technical Assistant

• Adhere to agency policy as established
• Ensure high levels of customer satisfaction and customer service in ongoing service delivery methods.
• Initiate and prepare endorsement requests for Commercial Lines clients per their requests.
• Prepare and process cancellations when required.
• Review all policies, endorsements and audits for accuracy.
• Prepare account summaries as required.
• Prepare ID cards and policy books.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports and overdue items in agency automation system.
• Document all client activity in the agency automation system.
• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
• Participate in seminars and classes for skill and knowledge development in the agency.
• Document all client activity in the agency automation system.
• Assist in servicing commercial lines accounts by recognizing gaps in coverage, thus preventing our E & O exposures.
• Assist with new business, marketing, sales and placement.
• Assisting with small business unit desk by moving existing book from E&S markets to standard markets.
• Prioritize workload and/or request for assistance as required.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• When directed by the producer or account manager, every 30 days, initiates a status or a follow-up on all open or unsettled claims that are being handled by an outside adjustor.

Respond to this ad:
Bateman, Gordon & Sands
Cori Barnes
cbarnes@bgsagency.com