Commercial Lines Agent

Responsibilities

• Receive requests via phone calls from clients and insurance companies; comply with the requests and/or refer to the Producers
• Handle a high volume of phone calls and not lose your drive and focus.
• Take claim information from the insured and notify the company (Commercial Lines Servicing/Executive Assistant) for processing.
• Process change requests from clients (when needed).
• Prepare renewal proposals, quotes, Accords, proposals, and supplements.
• Prepare new business quotes, Accords, proposals, and supplements.
• Maintain a follow-up and suspense file to ensure that issues are being processed and resolved in a timely manner.
• Expert attention to detail.
• Utilize and become fluent in all systems, programs, and tools available.
• Have excellent written and verbal skills.
• Must comply with all industry rules and regulations.
• Maintain computer files in an orderly, up-to-date manner.
• Have a courteous and professional demeanor.
• Participate in seminars and other training to maintain required license and for knowledge and skill development.
• Be prepared to perform other duties as requested by management.

Qualifications

• 3 or more years of successful experience in Personal Lines and/or Commercial Insurance or a degree from an accredited university.
• Ability to multi-task in a fast-paced, customer-focused office.
• Property and Casualty licensed.
• Prior insurance experience with phone-based or in-person customer service experience.
• Proficient in Microsoft Excel, Word, Adobe, Applied Epic.