Reports To: Commercial Lines Manager, Job Summary: The Commercial Lines CSR performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts, Specific service and marketing responsibilities are required in this position, Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency, Work as an efficient team with agency Producer to assemble, market and place coverage for new clients, Assists clients with making coverage; uses each contact with the client as an opportunity to review the whole account, round it and market, Provides technical support to producers to benefit clients and to reach producer and agency’s strategic business goals, Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies, Attends to clients needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy using established agency checklist, Prepares summaries of insurance, schedules, and proposals as needed for account review, Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers, This includes 120 day advance account review for marketing, renewal letter mailed to insured for updates, Acord applications updated, loss runs requested and submission of account 90 days prior to renewal, Renews policies following agency standards; verifies each renewal’s accuracy; ensures that all renewals are processed, Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier, Maintains and updates files in agency management system, Verifies policy and change information, facilitating corrections when necessary, Processes incoming email and mail requests, responding promptly and appropriately, Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed, Determines reasons for requests for cancellations; acts to save accounts; notifies producers according to agency standards, Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution, Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed, Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities, including prioritizing workflow based on urgency, new business vs. renewal, expiration date of policy, revenue size of account and potential to close, Maintains a cordial and professional relationship with clients, co-workers, carriers, vendors, and other business contacts, Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency and producer
