Servicing any Commercial Lines client as needed concerning calls, emails, faxes, mail, and office visits.
Writing new Commercial Lines policies for existing and new clients as needed. This includes quoting, application preparation, completion of RMV paperwork, binders, policy issuance, and posting down payments.
Discuss and advise clients of policy coverage recommendations.
Account rounding. Asking current clients for the opportunity to quote other lines of insurance to contribute to the growth of the agency.
Review renewal policies - making suggestions to clients, and remarketing if necessary to retain the business.
Guide clients with the claims reporting process and be available to assist with client questions throughout the claim process including calls/emails to company claim reps., or adjusters.
Qualifications
At least 2 years of Commercial Lines Insurance experience required.
High School diploma is required.
Property & Casualty License required or willing to obtain one within 6 months of employment.