Learn to perform a variety of duties related to transacting insurance to help the assigned team and agents with daily assigned tasks and activities related to maintaining existing business and securing new business to the agency. Success found in working well as a valuable part of the support team.
To perform this job successfully, an individual must demonstrate willingness and ability to learn and be able to perform each essential assigned duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Become proficient with AMS 360
Process/maintain expiration lists
Prepare and/or update submission applications in AMS
Set-up submission files in marketing folder
Order loss runs
Order MVRs
Create/update supplemental applications
Learn carrier preferences
Submit applications to assigned carriers
Rate applications online with appropriate carriers
Generate routine correspondence
Manage/maintain AMS suspense
Maintain carrier files and marketing information database
Maintain loss run carrier database
Prepare policies for delivery to clients
Order and process change requests/verifications
Review and process endorsements
Learn to issue certificates of insurance and/or evidence of property insurance
Assist with premium collection, notices of cancellation, etc
Assist in other areas as needed within the team and throughout the office as required
High School Diploma or Equivalent with Customer Service Experience Preferred
Must be proficient with Outlook and Word computer programs and have a working knowledge of Excel. Should be able to type a minimum of 35 WPM
Must participate in seminars/classes for knowledge, skill development and continuing education to maintain license
Must be able to read and interpret insurance policy language
Must be able to read and comprehend procedure manuals, as well as compose professional correspondence, memos, e-mail, and relative correspondence
Ability to effectively present information one-on-one by phone and/or small group situations to agents, managers, and other employees of the organization
Must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several variables in standardized situations
An active Property and Casualty Insurance License must be obtained within 6 months from date of hire to be considered for continued employment
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. Specific vision abilities required by this job include close vision, and ability to adjust focus as necessary for computer work, data entry and paperwork.