What are the responsibilities and job description for the Commercial Insurance Client Service Representative position at Nixon & Lindstrom Insurance?
Nixon & Lindstrom Insurance is seeking a Commercial Lines Client Service 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.
- Required computer skills include a strong working knowledge of Microsoft suite of products including Word and Outlook along with the ability to utilize an agency management system.
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.