Assist producers in placing, rating, marketing, and processing new business in the agency. Application completion and additional information as needed for the carriers and proposals.
Prepare/rate quotes online with carriers as well as submit electronically for new business quotes.
Check policies to be sure they match in EPIC, print summary of insurance, give to producer to update for sales/values etc.... Send renewal updates info to underwriter at companies.
Check over policies as they come in to be sure correct, update in epic, policy #, dates, premiums. Do checklists, and then send to client w/Thank you.
Process in EPIC upon request. No changes to the policy wording unless approved by carrier.
Process in EPIC, Fax, Email, or mail to client
Responsible for taking claims reports from clients, entering EPIC, fax/email or calling into carriers. Then getting claims #, adjustor info and entering in EPIC, following up on pending open claims every 15 days. Working with adjustors to get claims closed and settled.
Process to companies for clients as needed and as they come back process in tam, send to client.
Help field calls from clients for new business by gathering basic info, getting payroll/sales etc…Get leads to producers if applicable.
Assist other CSR’s in getting renewal apps and supp apps completed for renewal business and marketing to various markets, follow up on renewal pricing/policies and assist gathering info for various markets/underwriters. On your own book of business, work renewals off renewal list 90 days in advance, sending summary of insurance and updated info you need.
Try to cross sale other lines of insurance and confirm changes insured may have made during the year. Order renewals and set up for policy to arrive. Once rec’d process in Tam, checklist and send to insured with thank you cards.
Job Type: Full-time
Pay: From $123.00 per day
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience level:
Shift:
Weekly day range:
Work setting:
Work Location: In person