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Commercial Insurance Customer Service Representative

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The Jonus Group

2021-12-03 07:43:45

Job location Columbus, Ohio, United States

Job type: fulltime

Job industry: Call Centre / CustomerService

Job description

Commercial Insurance Assistant

Established agency seeking a Commercial Insurance Assistant.

Major Responsibilities

  • Process certificates at the direction of the Account Manager or Sales Executive
  • Follow up with Carriers for receipt of endorsements
  • Issue certificates of insurance and evidence of property forms
  • Maintaining accurate computer data
  • Review and process endorsements, invoicing where necessary and updating
  • Input initial applications in TAM
  • Assist with spreadsheets and premium allocations on some accounts
  • Initial Policy checks, including policy forms, policy term, policy number, premium, commission, etc.
  • Build Relationships with clients, co-workers, carriers, and other business contacts
  • Other projects as needed by account management staff.
Requirments
  • 1+ years retail agency experience
  • Must hold active PA Property & Casualty Insurance License
  • Ability to work in a fast-paced environment
  • Strong communication skills
  • Ability to multi-task
  • Experience in TAM is a plus/Not required
  • Ability to work independently and as part of a team
  • Knowledge of Word and Excel
  • Experience with Applied Preferred

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