Primary role is to provide quality and timely service and expertise to assigned clients.
Qualifications: Include commercial lines product knowledge; construction experience a plus. Client relations, problem solving skills, and risk management expertise, property casualty license with a minimum of 3 years CSR experience. Proficient computer skills including familiarity with agency management systems (Applied Epic a plus).
Responsibilities: Completing all account transactions including, applications, ID cards, endorsements, proposals, coverage summaries, certificates, and binders on assigned accounts. Maintain knowledge of underwriting requirements of carriers. Respond to inquiries from clients, companies and producers on a timely basis. Identify cross selling and coverage upgrade opportunities, and receive compensation for same. Document all activities in agency management system and include all transactions, completing the diary system timely. Adhere to agency underwriting guidelines and obtain client sign off when recommended coverages are not purchased.
Performance Standards: Include efficient and accurate work product of assigned responsibilities, and ability to multi task. Performance will be evaluated based on transaction processing, retention of business, cross selling and upselling of accounts.
Compensation and Benefits: Commensurate with experience and proficiency.