Commercial Lines Assistant

Job Title: Commercial Lines Assistant - Level II

Department: Commercial Lines

Reports To: Commercial Lines Team Leader

FLSA Status: Non - Exempt

Summary:   Assist Team Leader & Account Manager to service a commercial lines book of business. 

Respond timely to commercial client inquiries about policy and coverage questions and consult with clients on policy changes. 

Position duties & responsibilities include but are not limited to the following:

• Assist with all aspects of service for client base by proactively providing information, answering questions,

  documenting & recording date of transmittal to client, as well as receipt & subsequent endorsement to client.

• Identify, compile & manage information for renewal accounts.
• Data entry for daily processing
• Request, install & implement policy changes to carriers & clients as required in addition to preparing new and renewal business submissions.
• Check policies & update AMS.
• Create Marketing Files in preparation of marketing submissions per approved office guidelines.
• Review policy audits; verify accuracy & facilitate correction as required between client & carrier.
• Print current applications for file, any specialty apps (obtain expiring and renewal)
• Proposal preparation & clean up
• Endorsement Follow up for receipt & related activity etc.
• Prepare finance agreements.
• Complete affidavits & Certificates of Effort for Excess & Surplus Lines filings.
• AMS-Attach and enter daily correspondence using the appropriate sub categories for related data for maintenance of all processing, mail, e-mails, etc.
• Prepare invoice processing forms for billing including monthly billings, including payment verification.

This position is back up for the following: Switchboard, Certificate Administrator, Svc. center overflow.

Supervisory Responsibilities: This position requires no supervisory responsibilities.

Competencies:  Optimal performance in this position requires the ability to demonstrate the following:

• Analytical:  Collect & research required data; utilize knowledge & experience to process data.

• Problem Solve: Display ability to identify & resolve  issues/challenges  in a timely manner; Gather & analyze data in order to  provide alternate solution as well as display ability to work well in group to provide resolution.
• Interpersonal Skills: Display ability to move to solve, maintain confidentiality;

  Remains open to others' ideas and tries new things.

•  Professionalism: Professional conduct is expected & required at all times.

Commercial Lines Assistant - Level II Competencies Continued

• Written Communication: Display ability to write clearly and informatively; edit work for   spelling and grammar; Varies writing style to meet needs of client; Able to read and interpret written information.
• Teamwork: Display ability to balance team and individual responsibilities; Exhibit objectivity and openness to others' views; Provide & welcome feedback; Contribute to building a positive team spirit; Display ability to help build morale & group commitment to goals. Supportive of team efforts to success of team above own interests.
• Quality Management:  Look for ways to improve and promote quality; ability to demonstrate accuracy & thoroughness.
• Planning/Organizing: Prioritize & plan work activities, Use time efficiently; plan for additional resources.

• Attendance/Punctuality:  Commitment to consistent punctuality for being at work & meetings on time.
• Dependability: Display ability to follow instruction, respond to management direction; Takes responsibility for own actions; Keep commitments; Commitment to putting in necessary time to reach and complete work goals.  Complete tasks on time or in absence plan and notify appropriate individual with alternate plan in a timely manner.
• Comprehensive Skills: Display the ability to read & interpret documents such as insurance requirements related to certificates of insurance.
• Reasoning Ability:  Display ability to apply common sense understanding to carry out instructions furnished in written or verbal form.  Display ability to deal with issues involving multiple variables.
• Business Acumen:  Display ability to calculate figures interest, commissions & percentages.   Knowledge of carrier on-line rating web sites, including rating of miscellaneous coverage such as Builders Risk and OCP policies.

Education and/or Experience:  Two to four years related experience and/or training; or equivalent   combination of education and experience. Insurance License required.

Computer Skills:  Knowledge of Applied Preferred Database software; Excel Spreadsheet software and Word processing software.                                           

       Certificates, Licenses, Registrations:  Active P&C License