Essential Job Functions/Customer Service:

• Answer incoming calls to unit; handle customer requests or route to proper person
• Be sure claims get to proper person in Claims Department
• Issue certificates of insurance, auto I.D. cards
• Handle daily correspondence through AMS form letters or compose letter for approval of AE/Producer
• Send endorsement requests to company
• When received, check endorsements for accuracy and forward to insured
• Work daily mail
• Activity (suspense) documentation and follow-up
• Scan documents

Account Services:

• Prepare accounts for marketing
• Request renewal quotations from companies on certain policies
• Prepare Summaries of Insurance
• Prepare proposals with assistance from Account Executive
• Run MVR's
• Have required forms signed by insured (UM forms, affidavits, Consent to Rate forms, etc.)
• Request loss runs from company
• Issue finance agreements
• Check and bill audits
• Handle Cancellation Notices
• Obtain Flood insurance quotes
• Prepare Flood and Bond renewals (completing applications, etc.)
• Premium breakdown and analysis

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, Cancer and Critical Illness)

Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee

Agency matches 50% up to 4% in 401k

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

Flexible work from home options available

Eagan Insurance Agency, LLC is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veterans status, or any other characteristic protected by local, state or federal laws, rules or regulations.

Other Duties:

• Cover phones for other units during vacations and absences
• Assist other units when required
• Assist Account Executive as needed
• Enter applications and/or schedules in AMS
• Be available for possible cross-training
• Issue bonds when needed

Education:

• High school or equivalent

Credentials/Training:

• Prior Commercial Lines insurance experience (preferred)
• Insurance license (preferred)

Equipment/Software:

• Computer literacy
• AMS proficient (preferred)
• Basic knowledge word processing (MS Word) and MS Excel