The Position: You are the backbone and the foundation of our commercial lines department. Attitude and effort are everything at Security First Insurance Agency and if you believe you can create a following of raving fans from the clients you serve and those you work with, then this might be the right place for you.
Description of Work:
New Business:
- Assist production unit in development of new account.
- Utilize word processing for proposals, certificates and ordering ID cards.
- Prepare binders, fee agreements, finance agreements, and invoices.
Renewal Business:
- Assist in monitoring renewal deadlines for assigned accounts.
- Initiate renewal communications for renewals by gathering loss information, correspondence, work comp mod sheets, narrative, driver information, vehicle schedule and other line items.
- Complete renewal applications utilizing Vertafore AMS360 management system and verifies accuracy of information.
- Obtain additional information needed by carriers to provide quotes.
- Prepare binders, fee agreements, finance agreements, and invoices.
Customer Service
- Issue ID cards.
- Process certificates.
- Answer telephone and provides basic customer service including information on billing, coverage, audits, and change requests.
- Assist production unit in special projects related to sales and/or servicing.
- Update Vertafore AMS360 management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance to department timeframes.
- Data entry, including endorsements, audits, certificates and basic client information from producer or customer.
- Prepare letters of explanation to insured to accompany policy documentation.
- Follow up on late payments from customers and cancelation notices from finance companies.
- Follow up and communicate with clients and adjusters regarding claim status and progress.
- Follow up on suspense items.
- Other duties as required.
Desired Skills
- High School diploma or general education degree, college education preferred
- 2-4 years of experience and/or training in commercial lines of insurance
- Colorado Property and Casualty License
- Experience with AMS360 preferred
Benefits
- Competitive Salary
- Health Benefits
- 401(K)
- Paid Time Off
- Holiday Pay
- and more
