To service new and existing accounts to achieve Agency sales goals and service standards.  Responsible for securing the retention of specifically assigned Commercial accounts through marketing responsibilities.

How You Will Contribute: 

• Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments.

• Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.

• Oversee requests for endorsements, control and preparation of binders, certificates, invoices, automobile identification cards, and similar items.

• Review tasks on a regularly scheduled basis, re-scheduling, or handling items as appropriate.

• Maintain account files, overseeing that documents are attached in Image right

• Order cancellations when requested or required.

• Assist in clearing omitted items, account differences, and commission differences.

• Coordinate premium financing needs with the Accounting Department.

• Keep producers informed of real or potential problems.

• Correspond with markets and clients, accompanying producers on visits as requested.

Skills & Experience to be Successful:  

Required: 

• High school diploma required. 

• Strong technical knowledge of coverage in all commercial lines' insurance coverage. 

• Property & Casualty Agent’s or Broker’s License, required 

Preferred: 

• College Degree in a business-related field. 

• 5+ years general agency/company experience.