Job Description

POSITION INFORMATION

Position Title: Administrative Assistant/Training towards a Licensed P&C Insurance Customer Service

Rep (CSR)

Location: Wichita Falls, TX

Duration: Full-Time

Pay: $17-$25 (Based on Experience and qualifications)

JOB OVERVIEW

Working for a family-owned business seeking self-motivated licensed P&C

Administrative Assistant/Insurance Customer Service Representative.

Responsibilities include but are not limited to:

·        Process New Business Quotes

·        Manage existing book of business including renewals

·        Cross selling campaigns

·        Other miscellaneous projects as they arise

EXPERIENCE REQUIREMENTS

·        Property and Casualty Insurance License a plus

·        Customer service experience

·        Good verbal and written communication skills

·        Efficient with Technology

·        Organized and detail oriented

·        Multi-Tasking

·        Problem Solving

·        Works well with others

·        Enthusiastic and positive attitude

·        College, or other technical training a plus

QUOTING NEW BUSINESS

·        Quoting will include, but may not be limited to home, auto, renters, umbrella, boat, recreational lines

·        Pre-qualify and analyze prospect. Obtain all information needed and enter quoting system, to determine best rates and fit for client

·        Present quote to client and review coverages

·        Solicit other lines of business for account rounding.

·        If writing policy, obtain signatures, payment information, and any additional required

·        information.

·        Review issued policy for accuracy

·        Forward binder, ID cards, policy or any required document to insured and or mortgagee

·        Attach all required documents into client electronic file in agency management system

·        Update client file with all required notes and client correspondence

RENEWALS

·        Run renewal report and document premium changes in client file and agency spreadsheet

·        Re-shop with carriers if necessary

·        If able to find a better coverage for premium, present quotes and go through quoting

·        steps above

·        If no better options are found, send appropriate email to client

·        Miscellaneous Job Duties

·        Process client payments and answer client billing inquiries

·        Process loss payee and mortgagee changes on carrier websites

·        Take mortgagee calls to confirm premium, coverages and mortgagee clause

·        Process endorsements as needed

·        Process cancellations

·        Sen account round emails to clients, call and follow up

·        Process claims emails/calls as they come in

·        Misc. projects as they come up

PLEASE CALL ME TO SET UP INTERVIEW at 469-559-3513