What are the responsibilities and job description for the Personal Lines High Net Worth Processor position at JAMES A SCOTT & SON INC?
PERSONAL LINES HIGH NET WORTH PROCESSOR
With 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia. Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.
We currently have an opening for a Personal Lines High Net Worth Processor in Lynchburg, VA. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!
PRINCIPAL OBJECTIVES OF THE POSITION
The Personal Lines Processor serves in a support role for the Account Managers.
PRINCIPAL DUTIES AND RESPONSIBILITIES
- Receive and process policy change requests.
- Generate and distribute surplus lines renewal applications.
- Monitor carrier websites for urgent or pending activity.
- Send payment reminders for pending cancellations.
- Maintain and update the Client Summary list.
- Complete Summaries of Insurance for renewal policies.
- Review policy expiration reports and investigate premium increases.
- Provide quotes to Account Managers as needed.
- Update agency management system with policy information.
- Generate Evidence of Insurance for all policies.
- Verify homeowner insurance coverage with mortgage companies.
- Attach returned mail/documents to client accounts and follow up on necessary changes.
- Submit and track policy change requests.
- Conduct remarketing for policy comparison purposes.
- Perform other duties as assigned.
POSITION QUALIFICATIONS AND REQUIREMENTS
- Four-year college degree preferred.
- High level of customer service skills.
- High level of organizational skills.
- Basic knowledge of Microsoft Word and Excel.