Job Position:

  • POSITION TITLE:
  • Associate – Commercial Lines
  • DEPARTMENT:
  • Commercial Lines/Shared Services
  • REPORTS TO:
  • Account Manager and Account Facilitator
  • BASIC FUNCTION:
  • To efficiently manage and communicate the flow of customer detail resulting in retention of data with all accounts.
PRIMARY DUTIES AND RESPONSIBILITIES:
  • Timely issuance of all Certificates of Insurance
  • Understanding and knowledge of CSR 24 Management System
  • ET Filing/Scanning
    1. Mail
    2. Policies/Endorsements
    3. ET Integration Toolbar
  • Navigating Carrier Websites
    1. Pulling loss runs
    2. Download policies/endorsements
  • Invoicing
  • Processing Endorsements
  • Issue Auto ID Cards
  • Preparation and Issuance
    1. Proposals
    2. Binders
    3. Evidence of Property
    4. Claim Summaries
  • Understanding and knowledge of CSR 24 (DII Edge)
    1. Proficient in creating and issuing Certificates of Insurance
  • Resource Pro Procedures
    1. Familiarity and understanding of policy check-in
    2. Familiarity and understanding of carrier website download
  • Management of TAM data with 100% accuracy rate
    1. Policy processin
    2. COI’s
    3. EOP’s
    4. Cancellations/Endorsements
    5. Renewals
    6. Correspondence
    7. Understanding various TAM Workflows
  • Backup for Receptionist/Lunch Rotation
  • Tuesday Morning Meeting attendance
  • Pink Pig Presentation
  • Service and assist clients as necessary.
  • Assist other team members as needed.
  • Performs other duties as assigned.
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