Commercial Lines -Customer Service Representative

Department: Producer Unit FLSA: Exempt

Reports to: Broker and Sales Manager Grade:

Revision Date: 12/05

POSITION SUMMARY

Support assigned Producers, Account Executive and Account Managers by working to process new business and retain renewals. Service assigned accounts as directed by the Producer, Account Executive and/or Account Manager.

JOB DUTIES/ESSENTIAL FUNCTIONS

1. Perform all account transactions including application, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, cancellations, follow-up, and correspondence on assigned accounts using the agency’s computer system.

2. Respond to client inquiries, incoming mail and company requests on a timely basis.

3. Collect renewal data on assigned accounts.

4. Review and order renewals according to agency procedures. Check applications and policies for accuracy. Investigate non-renewals and assist in remarketing accounts.

5. Work with the producer and marketing department to review, analyze, and submit applications to the insurance companies.

6. Prepare quotations (coverage summaries/comparisons, proposal and recommendations) as needed to facilitate clients/prospects understanding of coverages.

7. Utilize computer system to maintain files and process transactions on all accounts.

8. Expand knowledge of the insurance business by engaging in self-development activity and relevant insurance course work, (CISR, ACSR, etc.).

9. Performs other duties as assigned.

NONESSENTIAL FUNCTIONS

1. General filing, which may require some lifting, and reaching.

2. Process expired files and preparing files for storage, requires some lifting and reaching..

POSITION REQUIREMENTS

Education/Experience: High School diploma or equivalent, 2 to 3 years of Insurance Agency experience working with Commercial Lines products; Knowledge of Microsoft Word and Excel helpful; Applied knowledge a plus

Licensure/Certification: Current Producers license

Personal Characteristics: Friendly, positive attitude; willingness to help others; Good work organizational skills; Customer Focused; excellent written and oral communication skills;

Effective problem solving techniques and adapt to changing situations.

I have read and understand the Commercial Lines Customer Service Representative job description and can perform the essential functions with or without reasonable accommodation. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities at any time. This job description reflects management’s assignment of essential functions but does not prescribe or restrict the tasks that may be assigned.

Further, I understand that this job description in no way constitutes a contract of employment or restricts the rights of the Chas. L. Crane Agency as an “at-will” employer under Missouri law.

Signature of Employee Signature of Supervisor

Date Date