The Position: You are critical to the success of our personal lines department and the agency as a whole. 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 producers and team mates in development of new accounts.
- Gather application information, drivers list, vehicle list, loss runs, narrative, and submit to appropriate markets.
- Prepare proposals from information provided by producer, marketer and carrier quotes.
- Bind coverage per agency binding authority with various carriers or with prior approval from E&S markets.
- Prepare binders, fee agreements, finance agreements, and invoices.
- Check new business policies for accuracy against applications and proposal.
- Ensure policies issue per agency standard.
Renewal Business:
- Assist in monitoring renewal deadlines for assigned accounts.
- Review renewals with producer per agency standard.
- Complete renewal applications utilizing Vertafore AMS360 management system and verify accuracy of information.
- Submit applications to markets for quote based on agency standard, producer and client request.
- Obtain additional information needed by carriers to provide quotes.
- Bind coverage per agency binding authority with various carriers or with prior approval from E&S markets.
- Check renewal policies for accuracy against expiring terms.
- Contact assigned book of business annually.
Customer Service
- Issue ID cards.
- Answer telephone and provides basic customer service including information on billing, coverage, audits, and change requests.
- Submit requested information to carriers.
- Prepare bills for midterm transactions issued by carriers and follows up to ensure payment, additionally assists producer in resolution of discrepancies.
- Verify all premium invoices, including policies and binders.
- 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, 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 on miscellaneous suspense items.
- Other duties as required.
Required Skills
- High School diploma or general education degree (college education preferred)
- 2-4 years of experience and/or training in personal lines of insurance (independent agency experience preferred)
- Colorado Property and Casualty License
- CISR and/or CIC Designation(s) preferred
- Experience with AMS360, PL Rating, Microsoft Office Suite
Benefits
- Competitive Salary
- Bonus plans
- Health Benefits
- 401(K)
- Paid Time Off
- Holiday Pay
- and more
Interested in this position? Please forward your resume to hire@securityfirstia.com.
