Essential Duties and Responsibilities: 

• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
• Provide assistance to Producers in handling and processing new commercial lines business.
• Review renewal requests, endorsements and audits for accuracy.
• Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders.
• Obtain Renewal information requested by the company underwriter.
• Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier.
• Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages.
• Review all Accord applications for accuracy.
• Work with Accounting to invoice all premium bearing Agency bill transactions
• Handle telephone requests and written miscellaneous correspondence (ex: Bank requests).
• Process cancellations requests.
• Keep up to date on insurance forms and coverage changes through bulletins and circulars.
• Process claims and follows up as needed.
• Service commercial line select accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
• Provide prompt, accurate, courteous service to customers, producers and company personnel.
• Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible.
• Complete necessary Accord Applications for account rounding and adding additional lines of business.
• Remarket existing business as needed based on market needs and customer requests.

Qualifications and Requirements

• Bachelor’s degree in Business or related field, or an equivalent combination of education and experience.

• Minimum of 3+ years of Commercial Lines experience preferred.

• Thorough understanding of Commercial Lines insurance products and markets preferred.

• State P&C insurance license—or willingness to obtain within required timeframe.

• At least one professional insurance designation (CISR, CIC, CRM, etc.)—or willingness to obtain.

• Self-starter with strong problem-solving skills; able to think creatively and “outside the box.”

• Strong verbal and written communication skills.

• Highly detail-oriented with strong listening and organizational abilities.

• Team-oriented with a positive, “can-do” attitude and commitment to service excellence.