Purpose

Customer Service/Unit Functions:

• Complete new business quotes for prospective clients
• Complete renewal remarket quotes
• Issue evidences of insurance, auto I.D. cards
• Process endorsements, mortgage changes, and policy updates
• When received, check endorsements for accuracy and forward to insured
• Assist Account Executive as needed
• Enter applications and/or schedules in AMS
• Activity (suspense) documentation and follow-up

Account Services:

• Review accounts and pull documents for quoting
• Confirm coverages for banks

• Be available for possible cross-training
• Handle special projects as assigned

• Training in INS-21, 22, and 23 courses or beyond is helpful
• Insurance license (Required)

• Creative thinking, problem-solving
• Organization
• Ability to handle stress, meet deadlines
• Ability to handle multiple tasks
• Good interpersonal skills
• Ability to take directions

• Computer literacy
• AMS proficient
• Basic knowledge word processing (MS Word)
• Scanner

• 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