DESCRIPTION

Opportunity to join high performing insurance service team supporting the construction industry. We help contractors build with confidence through a partnership of risk management and risk transfer. We are team that works to support our clients, one another, and our community.

SUMMARY

Learn to perform a variety of duties related to transacting insurance to help the assigned team and agents with daily assigned tasks and activities related to maintaining existing business and securing new business to the agency. Success found in working well as a valuable part of the support team.

QUALIFICATIONS

To perform this job successfully, an individual must demonstrate willingness and ability to learn and be able to perform each essential assigned duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

        Become proficient with AMS 360

        Process/maintain expiration lists

        Prepare and/or update submission applications in AMS

        Set-up submission files in marketing folder

        Order loss runs

        Order MVRs

        Create/update supplemental applications

        Learn carrier preferences

        Submit applications to assigned carriers

        Rate applications online with appropriate carriers

        Generate routine correspondence

        Manage/maintain AMS suspense

        Maintain carrier files and marketing information database

        Maintain loss run carrier database

        Prepare policies for delivery to clients

        Order and process change requests/verifications

        Review and process endorsements

        Learn to issue certificates of insurance and/or evidence of property insurance

        Assist with premium collection, notices of cancellation, etc

        Assist in other areas as needed within the team and throughout the office as required

EDUCATION and/or EXPERIENCE

        High School Diploma or Equivalent with Customer Service Experience Preferred

        Must be proficient with Outlook and Word computer programs and have a working knowledge of Excel. Should be able to type a minimum of 35 WPM

        Must participate in seminars/classes for knowledge, skill development and continuing education to maintain license

LANGUAGE SKILLS

        Must be able to read and interpret insurance policy language

        Must be able to read and comprehend procedure manuals, as well as compose professional correspondence, memos, e-mail, and relative correspondence

        Ability to effectively present information one-on-one by phone and/or small group situations to agents, managers, and other employees of the organization

REASONINGABILITY

        Must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form

        Ability to deal with problems involving several variables in standardized situations

CERTIFICATES, LICENSES, REGISTRATIONS

        An active Property and Casualty Insurance License must be obtained within 6 months from date of hire to be considered for continued employment

PHYSICAL DEMANDS

        While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. Specific vision abilities required by this job include close vision, and ability to adjust focus as necessary for computer work, data entry and paperwork.