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Commercial Lines Technical Assistant Commercial Lines Technical Assist

Shomer Insurance Agency, Inc

Commercial Lines Technical Assistant Commercial Lines Technical Assist

Sherman Oaks, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Manage day-to-day issues for client e.g. Cert requests, change endorsements, loss runs requests.

    Processing Certificate Requests from the insured and lenders in a timely manner. 

    Maintain client activities in TAM/Applied with timely closure of completed items.

    Use various online rating programs to make policy changes and obtain quotes.

    Provide consistent, accurate, timely, and pertinent communication to clients through phone calls, e-mails, etc.

    Respond to client inquiries/issues within the established timelines.

    Resolve any service or claims issues/questions.

    Maintain functional expertise with all tools and programs provided to enhance productivity

    Assist Account Executives changes via endorsements or revisions

    Maintain up to date record of communication with client.