Job Summary

The Commercial Lines Technical Specialist is responsible for assisting insurance Account Managers and Producers with the servicing of tasks in accordance with the practices, policies and procedures of the Agency. You will be assisting with a book of business that consists of Construction risks, Manufacturing risks, and more. There are a lot of General Liability and Work Comp policies. Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, carrier issues. Certificates of Insurance, Loss Runs, Data entry to Sagitta and ImageRight, review policies.

The responsibilities are as follows:

• Ensure high levels of customer satisfaction and customer service in ongoing service delivery methods.
• Initiate and prepare endorsement requests for Commercial Lines clients per their requests.
• Prepare and process cancellations when required.
• Review all policies, endorsements and audits for accuracy.
• Prepare account summaries as required.
• Prepare ID cards and policy books.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports and overdue items in agency automation system.
• Document all client activity in the agency automation system.
• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
• Participate in seminars and classes for skill and knowledge development in the agency.
• Document all client activity in the agency automation system.
• Assist in servicing commercial lines accounts by recognizing gaps in coverage, thus preventing our E & O exposures.
• Prioritize workload and/or request for assistance as required.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• When directed by producer or account manager, every 30 days, initiates a status or a follow-up on all open or unsettled claims that are being handled by an outside adjustor.
• Keep Account Managers fully informed of all-important activities and issues on their accounts.
• Coordinate expirations with account manager to obtain renewal and/or new business information for preparation of Certificates. Sample COI must be approved by account manage and attached to client file.
• Obtain Motor Vehicle Reports.
• Send certificate holder and AI lists to clients for updates according to agency procedure prior to renewal.
• Receive requests from clients regarding Evidence of Property Insurance and Certificates and comply with the request and/or refer to the producer or account manager only when necessary.
• Prepare and process all requests for certificates of insurance as required within 24 hours of request.
• Obtain or request loss runs from carriers.
• Learn other commercial lines functions as introduced such as renewal applications, new business applications, renewal update letters in order to assist the account manager to focus on their important issues.

Florida 4-40 Insurance License required, 2-20 Insurance License recommended.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person