Job Description
About the position The Commercial Lines Insurance Customer Service Representative/Account Manager is responsible for assisting producers with the handling and processing of new and renewal business, while also providing in-house customer service to clients. This role involves coordinating expirations, marketing business, ensuring policy accuracy, and maintaining organized records. Responsibilities • Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. • Maintain expiration control log. • Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. • Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. • Ensure that these items are delivered and/or mailed to client. • Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or refer to the producer only when necessary. • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. • Be familiar with and follow agency EO guidelines. • Maintain electronic and/or paper files in an orderly, up-to-date manner. • Perform special projects at management's request. Requirements • Customer service experience • Mid-level communication skills • Under 1 year of experience in the field (preferred but not required) • Ohio insurance license preferred but not required Nice-to-haves • 2 years of experience in the insurance industry (preferred but not required) Benefits • Health insurance • Dental insurance • Vision insurance • Life insurance • Paid time off • 401(k) • 401(k) matching • Flexible schedule Apply tot his job