Commercial Service Agent

COMMERCIAL SERVICE AGENT

Status:

Full-time, Exempt

General Scope:

Handle all aspects of servicing existing customers. Delegation of some duties is essential, but the overall responsibility remains unchanged. Involvement of the Producer on a regular basis. The delivery of prompt, professional service to clients is key and should remain top priority.

Primary Duties:

• Prepare accounts for the renewal process.
• Gather information from clients & insurers to complete renewal files.
• Meet with producer to review renewal strategy (i.e. to market or not to market). This meeting should take place no later than 60-days prior to the renewal.
• Preparation of applications, proposals, and other illustrations with producer review.
• Obtain renewal quotations with insurers and provide to producer for additional negotiation if needed.
• Communicate with clients on all matters concerning their insurance.
• Check policies, endorsements, audits and rating for accuracy.
• Request endorsements adding or deleting vehicles, equipment and other policy changes.
• Assist the producer in their efforts to procure new business.
• Rate and quote insurance using company-specific software systems.

Necessary Skills:

• Knowledge of commercial insurance.
• Strong communication and follow-up skills both verbal and written.
• Effective use of AMS360 System, Word, Excel and company-specific software systems.
• Ability to handle and prioritize multiple tasks including planning, organization and implementing.
• Accuracy in typing, spelling and mathematics.
• Teamwork.

Qualifications & Experience:

• Property & Casualty insurance license.
• Working toward professional designation.
• Minimum 3-years in insurance business.