Essential Duties and Responsibilities:

• Manage emails, mail, voicemail, agency management activities and self-audit reports

• Receive, review, and document all client and carrier correspondence in our agency management system including driver requests, endorsement requests and cancellations/rescissions

• Review audits, endorsements and policies for accuracy comparing them to the agency management system prior to delivery to the client. Corrections handled according to agency guidelines

• Prepare certificates, evidences of property or auto IDs and forward to appropriate parties or send requests to the Service Assistants for handling. Review contracts and respond to any certificate requests requiring additional information and/or coverage

• Support the monthly reporting process including preparing preliminary reports, correspondence with the client, submitting to the carrier and transacting

• Support the new/renewal business process including preparing exposure update requests, loss run ordering and loss summaries, renewal strategy documents, creating/updating excel schedules, MVR ordering, completing supplemental applications or entering new business applications into the agency management system

• Work closely with and assist Account Manager throughout the new/renewal business process including basic carrier submissions, online rating, preparing proposals and binding coverage

• Transact agency bill items, set up premium financing and request refunds as needed, submit surplus lines tax filings online according to agency guidelines

• Provide back-up coverage for Account Manager handling immediate service needs

• Assist in the training of other employees at Team Advisor’s request

• Comply with agency standards, policies, and procedures

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• High school diploma or equivalent

• Possess and maintain active P & C License or be willing and able to obtain license within 120 days of hiring

• Knowledge of commercial insurance with 1-2 years of experience is preferred

• Obtain and maintain insurance designation such as CISR

Technology Skills:

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams)

• Knowledge of Agency Management Systems; Applied Epic a plus

Other Qualifications:

• Must have a high level of understanding accounting or strong math skills

• Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills

• Must also have the ability to effectively work with others

• Must have a high level of problem-solving skills

• Ability to maintain a professional demeanor and positive attitude

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office

• Workstations are cubicles

• The noise level in the work environment is usually moderate

• Remote work possible under certain circumstances