Insurance Commercial Lines Customer Service Agent

Overview

The Commercial Lines Customer Service Agent - Small Business performs the essential functions of the position, supporting the agency sales team and renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.

• Service Commercial Lines Book of Business
• Endorsements
• Billing/payments (invoice transactions, record payments, prepare finance agreements)
• Claims
• Create new/renewal business submissions
• Loss runs (create letters, order loss runs / obtain/order experience modifiers)
• Gather & help complete supplemental applications & supporting documentation
• Issue certificates, evidence of insurance, auto  and binders
• Check and mail out policies
• Create proposals for agent if needed
• Cancellation tracking and processing (pending and cancelled)
• Audit tracking
• Bond
• Remarkets
• Quote account rounds for existing CL business
• Keep up with carrier updates and underwriting information

Education and Work Experience

• High School diploma or GED equivalent
• College degree preferred
• Industry knowledge preferred
• Obtain and maintain applicable licensing
• Insurance designation preferred

Technical/Functional Competencies

• Proficient in PC operating systems - Applied Epic
• Proficient in Microsoft Office
• Knowledge of and experience with Carrier websites
• Knowledge of and experience with Comparative rater websites

Note:

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:
Edmond, Moore, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at  for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.