Commercial Lines Customer Service Agent / Account Manager Assistant

Commercial Lines Customer Service Agent / Account Manager Assistant

Summary of Duties

• Primary purpose is to assist CSAs with their daily workflows.
• Follow Policies and Procedures as outlined in the Agency manual.
• Maintain current Activity Report, Expiration Report, and Emails.
• Assist CSAs with Direct Bill and/or Agency Bill Renewal processing.
• Assist CSAs with maintaining the database by updating client data as needed (e.g., driver list, equipment list, auto list).
• Assist CSAs with daily service needs (Change Requests, Binders, Certificates of Insurance, etc.).
• Assist CSAs with follow-up on Intent to Cancel notices and cancellation notices as needed.
• Assist CSAs with preparing Summaries of Insurance for producers and clients.
• Assist CSAs with preparing three-ring binders and flash drives for delivery to clients.
• Post direct bill payments as needed.
• Assist CSAs with filing initial claim reports and properly documenting TAM.
• Assist CSAs with ongoing claim service needs.
• Update TAM to reflect closed claims and send claim surveys to clients.
• Send Cancel Survey letters to clients with closed claims.
• Send received claim surveys to Claims Managers quarterly as needed.
• Run open claim reports and follow up on claims over 60 days old (ongoing project).
• Receive and process certificate requests from clients or Account Managers.
• Send out C Account Letters and Workers’ Compensation Payroll Letters following monthly renewal meetings.
• Follow up with companies when renewals/endorsements are not received in a timely manner.
• Assist CSAs with quoting processes as needed.

Position Requirements

• Must have a high school education or equivalent.
• Maintain a P&C License.
• Knowledge of Windows.
• Knowledge of Microsoft Office.
• Knowledge of various rating systems.
• Knowledge of Applied (TAM Online or EPIC).

Please email your resume to [email protected]