Customer Service/Unit Functions:

• Answer incoming calls to unit; handle customer requests or route to proper person
• Be sure claims get to proper person in Claims Department
• Issue certificates of insurance, auto I.D. cards
• Handle daily correspondence through AMS form letters or compose letter for approval of AE/Producer
• Send endorsement requests to company
• When received, check endorsements for accuracy and forward to insured
• Work daily mail
• Activity (suspense) documentation and follow-up
• Scan documents

Account Services:

• Prepare accounts for marketing
• Request renewal quotations from companies on certain policies
• Prepare Summaries of Insurance
• Prepare proposals with assistance from Account Executive
• Run MVR’s
• Have required forms signed by insured (UM forms, affidavits, Consent to Rate forms, etc.)
• Request loss runs from company
• Issue finance agreements
• Check and bill audits
• Handle Cancellation Notices
• Obtain Flood insurance quotes
• Prepare Flood and Bond renewals (completing applications, etc.)
• Premium breakdown and analysis

• Cover phones for other units during vacations and absences
• Assist other units when required
• Assist Account Executive as needed
• Enter applications and/or schedules in AMS
• Be available for possible cross-training
• Issue bonds when needed

• Prior Commercial Lines insurance experience (preferred)
• Insurance license (preferred)

• Computer literacy
• AMS proficient (preferred)
• Basic knowledge word processing (MS Word) and MS Excel

• Benefits begin after 30 days employment and 1st of the following month (Medical, Dental, Vision, Short-Term Disability, Flexible Spending Account (Medical/Dependent Care), Health Savings Account, Voluntary Life, and additional Voluntary Insurance options
• Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee
• Agency matches 50% up to 4% in 401(k)
• Paid Time Off (PTO) can be used after 30 days of employment (1-5 years 16 days, 6-9 years 19 days, 10+ years 23 days)
• Flex Fridays (26 Fridays per year - every other Friday off) begins after 90 days of employment
• Holidays (9 paid per year) plus additional Office Closures
• Employee Assistant Program (EAP)
• Flexibility – Great work/life balance