Commercial Lines Specialist

Job Title: Commercial Lines Specialist

Company: Starr-Mathews Agency, Inc.

Job Summary:

As a Commercial Lines Specialist at Starr-Mathews Agency, you will play a key role in building internal relationships with our Account Managers & Producers, ensuring they receive timely turnaround on document requests. Your dedication to internal customer satisfaction, your problem-solving skills, and growing your insurance expertise will be vital in helping our clients protect what matters most.

Position Summary:

1. Document Preparation: Develop an understanding of key responsibilities within Starr-Mathews.  Field requests from Account Managers & Executive Client Managers.

2. Responsibilities: The CL Specialist responsibilities will include:

• Prepare Auto ID cards
• Prepare Certificates of Insurance
• Provide Evidence of Property Insurance forms
• Act as initial contact for any NOC notifications
• Update policy vehicle and driver information
• Send policy schedules for internal inquiries
• Run MVR reports for internal inquiries
• Create and send policy changes

3. Role Expectations: The expectations of this role will be for the CL Specialist to gain exposure to the tasks mentioned above, while developing a mastery of these tasks over time.

4. Mastery Timeline: The CL Specialist should master the tasks listed above over a six (6) to twelve (12) month time period.  Upon mastery, the CL Specialist should focus on gaining knowledge and exposure to the Account Manager role.

5. Areas of Focus For Future Role: Upon mastery of responsibilities listed above, the employee will broaden their scope of work by focusing on steps for the Account Manager role. Areas of focus for this role will consist of:

• Understand policy review procedures and expectations
• Prepare checkerboards independently
• Prepare proposals for Account Managers
• Transition into direct relationship with accounts
• Understand billing mechanics and coordinate with Accounting Department
• Build close relationship with Account Managers & Producers

Knowledge, Skills and Abilities

• Intelligence, the ability and willingness to solve problems.
• Ability to communicate orally and in writing with others to explain complex issues, receives and interprets complex information, and responds appropriately.
• Ability to work well with many types of people.
• Ability to understand written and oral communication, and interpret abstract information.
• Ability to prioritize work load.
• Property, Casualty Agents License. Preferred.
• Knowledge of insurance products and usage’s. Preferred.
• Knowledge of insurance markets and reference to markets. Preferred.
• Knowledge of insurance rating and underwriting procedures. Preferred.
• Familiarity with computer, excel and word processing programs.