Commercial Service Agent
CMZ Companies, Inc.
COMMERCIAL SERVICE AGENT
Status:
Full-time, Exempt
General Scope:
Handle all aspects of servicing existing customers. Delegation of some duties is essential, but the overall responsibility remains unchanged. Involvement of the Producer on a regular basis. The delivery of prompt, professional service to clients is key and should remain top priority.
Primary Duties:
Status:
Full-time, Exempt
General Scope:
Handle all aspects of servicing existing customers. Delegation of some duties is essential, but the overall responsibility remains unchanged. Involvement of the Producer on a regular basis. The delivery of prompt, professional service to clients is key and should remain top priority.
Primary Duties:
- Prepare accounts for the renewal process.
- Gather information from clients & insurers to complete renewal files.
- Meet with producer to review renewal strategy (i.e. to market or not to market). This meeting should take place no later than 60-days prior to the renewal.
- Preparation of applications, proposals, and other illustrations with producer review.
- Obtain renewal quotations with insurers and provide to producer for additional negotiation if needed.
- Communicate with clients on all matters concerning their insurance.
- Check policies, endorsements, audits and rating for accuracy.
- Request endorsements adding or deleting vehicles, equipment and other policy changes.
- Assist the producer in their efforts to procure new business.
- Rate and quote insurance using company-specific software systems.
- Knowledge of commercial insurance.
- Strong communication and follow-up skills both verbal and written.
- Effective use of AMS360 System, Word, Excel and company-specific software systems.
- Ability to handle and prioritize multiple tasks including planning, organization and implementing.
- Accuracy in typing, spelling and mathematics.
- Teamwork.
- Property & Casualty insurance license.
- Working toward professional designation.
- Minimum 3-years in insurance business.
Vacancy posted 4 days ago
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