goals and service responsibilities are determined during the yearly planning process for this position. Maintaining a portfolio while upholding high customer service standards, abiding by policy and procedure , and working as a strong team mate as essential for success with this position.
Associate's degree (A. A. ) or equivalent from two-year college or technical school plus additional insurance related training; or four to six years related experience and/or training; or equivalent combination of education and experience.
a must. ESSENTIAL DUTIES AND RESPONSIBILITIES Identify existing customer needs and make appropriate recommendations. Handles telephone calls with professionalism and follows-up on any action needed related to each transaction. Works with marketer on new policies to input information into Epic once policy has been issued and coordinates with production staff on delivery of policy to insured.
Maintains client files within the agency's automation system to ensure proper documentation by processing all endorsement changes, binders, certificates of insurance, documentation, activities, etc. according to agency procedures, and within agency timelines. Corresponds with insured via telephone,
email or other desired methods. Communicates directly with customers regarding changes that need to be made to coverage and handles endorsing policies with the carrier.
Once the change has been made at the carrier, deliver to insured via the customers desired distribution method. Maintain control of binders, certificates of insurance, audits and aged receivables in accordance with agency guidelines. Prepares agency invoices and takes payments according to the agency's collection policy. Prepares remarketing documents and coordinates with marketer on remarketed and renewal accounts. Handles taking claim information from customers and prepares proper documents to file the claim with the appropriate carrier Assists customers with claim questions though the entire claim process.
