Licensed Commercial Lines CSR Assistant

Role

A dynamic service-oriented role where you will be responsible for assisting our Commercial Lines Insurance Consultants with their workload. You will play an integral role in retaining our commercial lines clients, managing client’s insurance needs, positively interacting with and assisting your peers, and protecting the overall health of our commercial lines book of business. You must be able to be flexible and willing to take on new projects/tasks as per agency needs. Excellent communication skills and a hunger for knowledge are a must. This role will also embody our core principles (PARKI – Positive Attitude, Accountability, Relationship Builder, Knowledge Seeker, Integrity) and you will be responsible for portraying these principles in all interactions involving Park & Associates, Inc.

Responsibilities
The focus of this position consists of the following areas:

1. Account Management:

Ø Responsible for handling all certificate of insurance requests in accordance with agency standards

Ø Checks in all commercial lines policies for accuracy

Ø Handles pulling policy information from our carriers

Ø Processes policy change requests, loss runs, and renewals for anything not sent directly to a Commercial Insurance Consultant

Ø Pulls audits, billing, reinstatement notices, and increase notices from our companies and processes on behalf of Park & Associates

Ø Coordinates with premium finance companies for notice of acceptance, notice of intent to cancel, and reinstatement notices

Ø Assists Commercial Insurance Consultants with quoting as needed

Ø Process 6-Month account reviews

Ø Claim Handling letter follow ups

Ø Assist the department in any other projects needed

3. Our Clients:

Ø Maintaining and advancing agency relationships with current clients – including periodic service and personal touches (phone calls, emails, handwritten letters, etc.)

Ø Handles incoming requests from clients and other agency relationships in accordance with agency procedures.

Ø Follows up with designated accounts in accordance with agency procedures to ensure timely processing of clients’ insurance needs.

Ø Educates clients on insurance/risk related issues.

2. Our Processes:

Ø 3-hour response time for all incoming requests
Future Possibilities & Career Development

Ø To be determined by you. We will support any future advancement/development that is in accordance with Park & Associates, Inc. mission/vision statements as determined by the management team.

Personal Development & Training

Ø This will be determined on an individual basis. In accordance with our core value of “Knowledge Seeker” this role requires you to be continuously seeking to advance your professional knowledge base.

Personal Attributes & Qualifications
Essential

Ø Florida 2-20 license required

Ø Ambitious with the drive and commitment to succeed.

Ø Results oriented individual that maintains a “get it done” mentality

Ø Ability to work in a faced paced environment

Ø Excellent interpersonal and communication skills (written and verbal)

Ø Technologically proficient

Ø Excellent reading comprehension

Ø Excellent at critical thinking

Ø Team-oriented individual – values team goals over personal goals

Ø Inquisitive

Ø Effective time-management and organizational skills

Ø Detail oriented

Ø Embodies our core values – Positive Attitude, Accountability, Relationship Builder, Knowledge Seeker, Integrity

Desirable

Ø AMS360 proficient

Ø Bi-Lingual

Job Type: Full-time

Pay: $40,000.00 - $48,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

COVID-19 considerations:
Clients were masks, employee rotation, etc

Experience:

• insurance Customer service: 2 years (Required)

License/Certification:

• Florida 2-20 insurance license (Property & Casualty) (Required)