What are the responsibilities and job description for the Commercial and Personal Lines Insurance Assistant position at Biltmore Insurance Services?
Client Management and Support
- Input customer applications into the agency management system from the carrier rating applications.
- Assemble application(s), photos, appraisals, etc. to be submitted to the insurance carriers for policy issuance.
- Check new and renewal policies for accuracy in rating, typing and coverages. Ensure that these items are delivered and/or mailed to clients. Advises service representative if premium increase is 15% or higher.
- Monitor renewal process by verifying all policies listed on the expiration list have been renewed, rewritten, etc.
- Issue certificates per information given by the account manager and send the issued certificates. Issue renewal certificates.
- Receive phone calls from clients and companies for certificates of insurance and evidence of property forms and issue according to the agency’s procedures.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Handle carrier interfacing per agency standards.
- Attach and file in AMS.
- Update computer for cancellations, reinstatements. Send out form letters to clients on final cancellations. Input past due notices into activities.
- Follow-up on photo requests, requests for additional information, etc.
- Handle routine correspondence between carriers, agency and insured.
Miscellaneous
- Be familiar with and follow agency E&O guidelines.
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
- Distribute faxes and emails sent to the support mailbox/fax line.
- Update AMS with activities or suspense’s.
- Perform special projects at management’s request.
Requirements
- Minimum 5 years of Commercial and/or Personal Lines experience
- Must have strong organizational skills
- Must have the ability to multi-task, analyze and prioritize information when working with producers, company, and agency personnel.
- Must be a team player
What you will receive
- Excellent benefits
- 11 Paid Holidays
- Bonus opportunity based on location growth
- 16 days of PTO