Triangle Risk Advisors Inc.
Customer Service Rep - Commercial Lines
Triangle Risk Advisors Inc., Louisburg, North Carolina, United States, 27549
Reports to
Department Head
Primary Role
Provide service and marketing/placing assistance to assigned accounts.
Support agency and assigned producers by placing and processing new business and renewals.
Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals.
Performance Standards
Assist Account Manager's and agency's target goals for: Client service including zero backlogs in account servicing for all transaction processing
Renewal retention
Sales including new business production and referrals
Account development including cross selling and up-selling
Collections
Provide support to producers to facilitate account growth.
Qualifications
Good oral and written communication skills
Technical and client relations experience
Good organizational skills
Property casualty license required or must obtain license within first 90 days of employment.
College degree, CISR, ACSR, CIC or CPCU preferred.
Duties
Assist with all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts.
Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries.
Respond to client inquiries, incoming mail, company requests, and producers’ needs on a timely basis.
Collect renewal data on assigned accounts.
Review and order renewals according to agency procedures.
Survey policy coverages and identify cross-selling and upgrading opportunities.
Review, analyze, and submit applications to insurance companies.
Follow agency's underwriting guidelines.
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
Review new business, renewals, endorsements to insure items were received as ordered.
Prepare billing following agency's credit and collections policies.
Participate in courses for insurance/sales skills.
Maintain current knowledge of underwriting requirements of carriers.
Keep current with industry trends by reading appropriate journals and company bulletins.
Maintain knowledge of policy provisions and any changes in these provisions.
Maintain client risk files on computer system and use computer system for all processing transactions.
Participate in any special projects at management's request.
Department Head
Primary Role
Provide service and marketing/placing assistance to assigned accounts.
Support agency and assigned producers by placing and processing new business and renewals.
Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals.
Performance Standards
Assist Account Manager's and agency's target goals for: Client service including zero backlogs in account servicing for all transaction processing
Renewal retention
Sales including new business production and referrals
Account development including cross selling and up-selling
Collections
Provide support to producers to facilitate account growth.
Qualifications
Good oral and written communication skills
Technical and client relations experience
Good organizational skills
Property casualty license required or must obtain license within first 90 days of employment.
College degree, CISR, ACSR, CIC or CPCU preferred.
Duties
Assist with all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts.
Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries.
Respond to client inquiries, incoming mail, company requests, and producers’ needs on a timely basis.
Collect renewal data on assigned accounts.
Review and order renewals according to agency procedures.
Survey policy coverages and identify cross-selling and upgrading opportunities.
Review, analyze, and submit applications to insurance companies.
Follow agency's underwriting guidelines.
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
Review new business, renewals, endorsements to insure items were received as ordered.
Prepare billing following agency's credit and collections policies.
Participate in courses for insurance/sales skills.
Maintain current knowledge of underwriting requirements of carriers.
Keep current with industry trends by reading appropriate journals and company bulletins.
Maintain knowledge of policy provisions and any changes in these provisions.
Maintain client risk files on computer system and use computer system for all processing transactions.
Participate in any special projects at management's request.