Nixon & Lindstrom Insurance is seeking an experienced Commercial Lines Client Relations Specialist to service and manage a commercial lines book of business and aid our sales team in marketing and binding new accounts.

Duties / Responsibilities :

• Assist clients with customer service needs by corresponding and communicating via email and phone with clients, producers and insurance carriers.
• Maintain accurate data in the agency management system according to agency procedures.
• Process policy renewals, changes and cancellations.
• Prepare documents for new accounts including certificates, auto ID cards, evidence of insurance.
• Input transactions into Agency Management System to generate billing invoices and ensure that policies are delivered and / or mailed to client in a timely manner.
• Market new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department.
• Other responsibilities include reviewing audits, filing and monitoring open claims, marketing, binding, and bonding.
• Additional duties as requested by management.

Skills :

• Ability to analyze and solve technical issues related to commercial insurance accounts.
• Ability and willingness to follow agency procedures.
• Ability to organize, prioritize and manage multiple tasks.
• Detail oriented, resourceful strong decision-making skills.
• Excellent interpersonal skills.
• Effective verbal and written communication.

Requirements / Experience :

• 2 years of experience in the commercial lines insurance industry, preferably in an agency setting.
• Market knowledge of rates, forms and coverage pertaining to commercial insurance accounts
• Missouri Property and Casualty Insurance license preferred.
• Medical insurance, basic life insurance and 401k provided subject to policy terms and waiting periods. Optional benefits include dental, vision, voluntary life, accident, critical illness, short term disability and long-term disability;

subject to policy terms and waiting periods.

The work hours are 8 : 30 - 5 : 00 weekdays with no evenings or weekends.

Last updated : 2024-04-23