Commercial Lines CSR

Job DescriptionYou are the backbone and the foundation of our commercial lines department. Attitude and effort are everything at Security First Insurance Agency and if you believe you can create a following of raving fans from the clients you serve and those you work with, then thismight be the right place for you.Description of Work: New Business:Assist production unit in development of new account. Utilize word processing for proposals, certificates and ordering ID cards. Prepare binders, fee agreements, finance agreements, and invoices. Renewal Business:Assist in monitoring renewal deadlines for assigned accounts. Initiate renewal communications for renewals by gathering loss information, correspondence, work comp mod sheets, narrative, driver information, vehicle schedule and other line items. Complete renewal applications utilizing Vertafore AMS360 management system and verifies accuracy of information. Obtain additional information needed by carriers to provide quotes. Prepare binders, fee agreements, finance agreements, and invoices. Customer ServiceIssue ID cards. Process certificates. Answer telephone and provides basic customer service including information on billing, coverage, audits, and change requests. Assist production unit in special projects related to sales and/or servicing. Update Vertafore AMS360 management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance to department timeframes. Data entry, including endorsements, audits, certificates and basic client information from producer or customer. Prepare letters of explanation to insured to accompany policy documentation. Follow up on late payments from customers and cancelation notices from finance companies. Follow up and communicate with clients and adjusters regarding claim status and progress. Follow up on suspense items. Other duties as required. Desired SkillsHigh School diploma or general education degree, college education preferred Professional designation in the field of insurance Experience with AMS360 preferred Required SkillsColorado Property and Casualty License 2-4 years of experience and/or training in commercial lines of insurance Company DescriptionWho we are:You need to decide first whether you would want to work in this environment. Security First Insurance Agency is a locally owned and operated insurance agency in Littleton Colorado. We offer a variety of products to a variety of clients with in the commercial and personal insurance markets. At a time when information is readily available and constantly changing, we work to inform our clients allowing them to make educated decisions when insuring the things that are important to them.We recognize that life is not only fast paced but exists outside of the workplace. At Security First Insurance Agency our staff members are encouraged to live fully each day, challenging them to recognize their complete potential both inside the office and out. Our core values: We believe in Stakeholders who are invested in what we're doing, not employees who punch clocks. No one is an employee. Everyone is a Stakeholder because we only want people who will "own" their work, not just do it. Employees have to be told what to do, Stakeholders are proactive and make the job better. We have parameters but still offer flexibility in the workplace. We're not interested in who's car was in the parking lot first or who left last, we believe in working together as a Committed Community to get results for each other and for the clients who have placed their trust in us.If you enjoy meaningful work, a focus on RESULTS, not activity, working very closely with other Stakeholders and Clients, we might be a good fit.