Insurance Commercial Lines Customer Service Agent

Insurance Commercial Lines Customer Service Agent

The Commercial Lines Customer Service Agent Small Business performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.

Major duties and responsibilities (essential functions) include:

• Service Commercial Lines Book of Business Endorsements Billing/payments (invoice transactions, record payments, prepare finance agreements)
• Claims Create new/renewal business submissions
• Loss runs (create letters, order loss runs / obtain/order experience modifiers)
• Gather & help complete supplemental applications & supporting documentation
• Issue certificates, evidence of insurance, auto id cards and binders
• Check and mail out policies
• Create proposals for agent- if needed
• Cancellation tracking and processing (pending and cancelled)
• Audit tracking Bond

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience:

• High School diploma or GED equivalent
• College degree preferred
• Industry knowledge preferred
• Obtain and maintain applicable licensing
• Insurance designation preferred
• Proficient in PC operating systems- Applied Epic
• Proficient Microsoft office
• Knowledge of and experience with Carrier websites
• Knowledge of and experience with Comparative rater websites

This position follows a 4?1 workweek and is an in?office role based in our Plano, Texas office. Employees are expected to be on?site four days per week and may work remotely one day per week.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.