INS/INV DIV CSR 1

SOUTH LOUISIANA BANK•Thibodaux, LA

7d•Onsite

About The Position

This role involves providing comprehensive service to commercial insurance clients, handling inquiries, processing changes, and assisting with new business and renewals. The position requires strong communication and organizational skills, along with specific insurance knowledge and system proficiency.

Requirements

3+ years Commercial Property and Casualty insurance experience required or Risk Management degree.
Current Louisiana Property and Casualty License required.
Computer experience with knowledge of Window, Excel, Word and agency management systems required.
Ability to communicate effectively with others.
Successfully perform quality work within deadlines with or without supervision.
Interact professionally with other employees, customers and contacts.
Work effectively as a team contributor on all assignments.
Work independently while understanding the necessity for communicating & coordinating work efforts with others.

Nice To Haves

Ability to communicate effectively with others.
While performing duties, the employee is required to sit, stand, stoop, lift up to 5 pounds.
May be required to work evenings and/or weekends, attend remote meetings/trainings and/or travel.

Responsibilities

Take calls from clients and assist with any questions, requests, and/or problems.
Interact with Carriers to obtain information & quotes, and negotiate renewal decreases in renewal rates.
Receive emails and faxes from clients and process daily.
Review Acord applications for completeness, obtain missing information, and submit to carrier for processing.
Submit coverage change and amendment requests and follow-up until processed and approved.
Follow up on CGL, Auto, Property etc. claims until processed and paid.
Process filing on electronic filing system.
Attend training, meetings and seminars as requested.
Assist with answering phones and back up other office positions when required.
Work with agent to obtain necessary information from prospective client.
Complete Acord application in EPIC or AMS360.
Submit quote requests to carriers and follow-up to make sure quotes are received in a timely fashion.
Compile and review quotes for coverages requested.
Prepare proposal for agent to present to client.
Obtain paperwork from carrier to secure coverage.
Review completed documents for completion.
Submit required signed documents to issuing company.
Provide information to and follow-up with issuing company and client until any warranties have been completed.
Document conversations and requests from client in EPIC.
Invoice client for new policy.
Discuss renewal with agent 90-120 days out.
If quoting, submit request for updated information via mail, email or phone.
Follow agency procedures for new business or carrier changes.
Prepare and send letters to cancelations.