Commercial Lines CSR at Jobot
Newport Beach, CA 92660
About the Job
This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $75,000 per year
A bit about us:
We have been established for over 30 yrs. and we are licensed to operate nationwide, and represent our clients with the best coverage options available.
Why join us?
We are a stable, growing company that is looking to take the business to the next level.
Job Details
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability
required. Reasonable accommodations may be made to enable individual with disabilities to perform
the essential functions.
Essential Duties and Responsibilities:
Respond to client requests for certificates of insurance according to agency guidelines
within 30 minutes of receipt
Process renewal certificates of insurance at the direction of Account Manager.
Data entry in the agency management system
Quote and process “add on” agreements to existing finance agreements to premium
finance company
Policy processing including pulling policies from websites and attach in the agency
management system, check policy for accuracy (comparing it to the proposal and agency
management system) and handle corrections according to agency guidelines, transmit
policies electronically to client or set up policies in 3-ring binders (based on client’s
preference) and mail to client
Process all change requests including updating the Agency Management System
with the request, notification to carrier of requested change(s) and verification of
change endorsement for accuracy when received including all documentation
required in the Activity generated by this change.
Receive, review and document correspondence (phone, email, mail, fax, etc.) in agency
management system, according to agency guidelines
Review Activity follow up list on a daily basis and take appropriate action
Assist with the cancellation process according to agency guidelines
Assist with the (potential) missed expiration report according to agency guidelines
Assist with policy renewal process by obtaining Motor Vehicle Records, Loss Run reports
from carriers and clients, prepare renewal exposure requests. Update Renewal
certificate templates in Applied.
Assist with Voluntary Audits and Final Audits at direction of Account Manager
Transact agency bill items with Account Manager instruction
Create Monthly Reporting of Total Insurable Values from agency management system, preinvoice adjustment, follow up with client until report received and paid, if client advises
corrections then adjust report and pre-invoice and resubmit to client for payment. Transmit
finalized Monthly reported TIV to carrier. Set follow up for next month’s report.
Comply with agency standards, policies and procedures
This description is not meant to be all-inclusive and may be modified from time to time at the
discretion of management. In addition, focus may be broad in scope and include involvement in
many of the items above or focus may be more concentrated to fewer tasks.
Qualifications/Requirements
High school diploma or equivalent
Prior Insurance Experience preferable
Current and valid Property & Casualty Insurance License
Proficient in Word and Excel
Performs functions on agency management system proficiently
Works as a team member to achieve department goals and overall company goals
Demonstrates positive customer service skills internally and externally
Maintains confidentiality of all information related to clients, customers, employees and carriers as
appropriate
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $75,000 per year
A bit about us:
We have been established for over 30 yrs. and we are licensed to operate nationwide, and represent our clients with the best coverage options available.
Why join us?
We are a stable, growing company that is looking to take the business to the next level.
Job Details
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability
required. Reasonable accommodations may be made to enable individual with disabilities to perform
the essential functions.
Essential Duties and Responsibilities:
Respond to client requests for certificates of insurance according to agency guidelines
within 30 minutes of receipt
Process renewal certificates of insurance at the direction of Account Manager.
Data entry in the agency management system
Quote and process “add on” agreements to existing finance agreements to premium
finance company
Policy processing including pulling policies from websites and attach in the agency
management system, check policy for accuracy (comparing it to the proposal and agency
management system) and handle corrections according to agency guidelines, transmit
policies electronically to client or set up policies in 3-ring binders (based on client’s
preference) and mail to client
Process all change requests including updating the Agency Management System
with the request, notification to carrier of requested change(s) and verification of
change endorsement for accuracy when received including all documentation
required in the Activity generated by this change.
Receive, review and document correspondence (phone, email, mail, fax, etc.) in agency
management system, according to agency guidelines
Review Activity follow up list on a daily basis and take appropriate action
Assist with the cancellation process according to agency guidelines
Assist with the (potential) missed expiration report according to agency guidelines
Assist with policy renewal process by obtaining Motor Vehicle Records, Loss Run reports
from carriers and clients, prepare renewal exposure requests. Update Renewal
certificate templates in Applied.
Assist with Voluntary Audits and Final Audits at direction of Account Manager
Transact agency bill items with Account Manager instruction
Create Monthly Reporting of Total Insurable Values from agency management system, preinvoice adjustment, follow up with client until report received and paid, if client advises
corrections then adjust report and pre-invoice and resubmit to client for payment. Transmit
finalized Monthly reported TIV to carrier. Set follow up for next month’s report.
Comply with agency standards, policies and procedures
This description is not meant to be all-inclusive and may be modified from time to time at the
discretion of management. In addition, focus may be broad in scope and include involvement in
many of the items above or focus may be more concentrated to fewer tasks.
Qualifications/Requirements
High school diploma or equivalent
Prior Insurance Experience preferable
Current and valid Property & Casualty Insurance License
Proficient in Word and Excel
Performs functions on agency management system proficiently
Works as a team member to achieve department goals and overall company goals
Demonstrates positive customer service skills internally and externally
Maintains confidentiality of all information related to clients, customers, employees and carriers as
appropriate
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
50,000 - 75,000 /year