Objective: Under the direction of the commercial lines manager, provide commercial lines support and
assistance to producers, CSR's and the marketing specialist.
Position Authority:
1. Provide assistance and support in furtherance of commercial lines department and the agency as a whole.
2. Contact carriers as required and answer correspondence in a timely manner.
3. Maintain professional and courteous relationship with producers and assist with servicing of accounts.
BenefitsMon-Fri Schedule
Responsibilities
- Process daily mail for assigned accounts and deliver to CSR's.
- Check carrier websites daily and process any documents to be given to CSR's.
- Answer and process telephone requests.
- Process billing and cancellation request according to agency operating procedures - call, follow up and prepare weekly Notice of Cancellation list and end of month cancellation list.
- Assist CSR's and producers with customer billing questions.
- Process Audit letters for Non-Compliant Audits.
- Process and prepare commercial renewals for review.
- Process Drivers List requests and process changes after returned.
- Assist producers with Driver Exclusions.
- Purge all accounts over 2 years and file appropriately.
- Filing customer files.
- Manage prospect files.
- Manage prospect leads and mailing of post cards.
- Scan Erie certificates to Erie weekly.
- Assist in clerical activities associated with commercial lines department.
- Photocopying, faxing, and scanning daily.
- Prepare renewal binders for producers.
- Order loss runs when requested.
- Print labels for files and envelopes.
- Stock supplies in commercial lines department.
- Process renewal, new business and final audit letters.
- Participate in and successfully complete education programs as requested by the agency manager.
- Perform other duties as requested.
Requirements- Submit reports to agency manager in a timely manner.
- Adhere to and comply with established agency procedures.
- Adhere to standards of performance for service and account development