Job Location: Fond Du Lac, WI Facility:
Phoenix Group of Wisconsin, Inc
PRIMARY FUNCTION:
Provide assistance to producers in handling and processing of new and renewal commercial lines and/or personal lines business. Provide in-house customer service to clients as assigned and requested.
MAJOR RESPONSIBILITIES:
1. Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.
2. Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
3. Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client.
4. Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the producer only when necessary.
5. Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
6. Be familiar with and follow agency E&O guidelines.
7. Maintain electronic and/or paper files in an orderly, up-to-date manner.
8. Perform special projects at management’s request.
QUALIFICATIONS:
1. Must be a self-starter, imaginative and creative with good communication skills, both verbal and written. Should have a thorough understanding of commercial lines and/or personal lines underwriting and coverages.
2. Minimum of two years experience in a similar position in either commercial lines or personal lines.
3. Must be licensed per state requirements.
