General Description: Under general supervision, assist management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects.
Responsibilities:
Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
Verify, invoice, and process insurance policies, endorsements and/or claims.
Maintain accuracy and completeness of customer database on agency management system.
Process routine to complex transactions.
Process and revise draft insurance proposals or quotes.
Proofread documents for accuracy and completeness.
Answer incoming calls.
Open, date stamp, process in-coming mail, and sort outgoing mail.
Administer claim reports.
Review expiration lists.
May issue binders, policies, and endorsements as directed.
Create and maintain files according to policies and procedures guidelines.
Prepare or request loss summaries and/or detailed insurance summaries.
Assist in reconciliation of accounts receivable by account.
Knowledge, Skills and Abilities:
1 year + of customer service experience.
High school diploma or graduate equivalent degree required.
Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.
Working knowledge of Microsoft Office suite of products.
Ability to navigate multiple computer systems and applications. Utilize search tools to find information.
Analytical ability with high attention to detail and accuracy.
Strong verbal, written, and interpersonal communication skills.
Strong organizational, multi-tasking, and prioritizing skills.
Ability to work effectively in a team environment and across all organizational levels.
Ability to follow policies, procedures, and regulations.
Employment Type: