Personal Lines Service Advisor (New Albany, IN)

Personal Lines Service Advisor (New Albany, IN)

Posted 2 weeks ago

Description

To provide assistance to producers in handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines; to provide customer service to clients as assigned and requested. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing personal accounts.

 

Responsibilities:

  • Provide positive, prompt, accurate, and courteous service to clients.
  • Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer when necessary.
  • Be familiar with and follow agency E&O guidelines and service personal lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
  • Maintain electronic files in an orderly, up-to-date manner.
  • Perform special projects at management’s request.
  • Review all applications, policies, endorsements, and audits for accuracy.
  • Setup and prepare new account files per agency procedures.
  • Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars, and schools offered.
  • Participate in seminars and classes for skill and knowledge development.
  • Prioritize work load and/or request for assistance as required.
  • Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
  • Meet with clients to discuss and handle their insurance needs.
  • Keep producers fully informed of all important activities on their accounts.
  • Assist other departments and producers in cross selling and account rounding.
  • Maintain all client activity in EPIC/Applied and follow procedures
  • Follow workflow and agency procedures
  • Assist in New Business workflow
  • Receive change requests for endorsements
  • Perform other related duties as assigned.

Requirements:

  •  Experience: At least two (2) years’ experience in similar position is desirable.
  • Education requirement: College degree preferred. High school diploma or equivalent (GED) is required.
  • Must be licensed per state requirements.
  • Must be able to understand and analyze personal lines insurance coverage’s, forms, procedures, and policy rating systems.
  • Should have thorough understanding of personal lines underwriting and coverages.
  • Must desire to acquire advanced insurance designations.
  • Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access, PowerPoint).

Job Features

Job CategoryFull Time Positions

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