CSR- Commercial Lines

Commercial Lines CSR

• Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
• Process endorsement requests and endorsements and send follow up requests to carriers.
• Input transactions in billing system to generate invoices.
• Process confirmed cancellations and audits as well as rein-statements.
• Input and update Accord applications in system as directed.
• Assist with policy rating and process changes on carrier websites.
• Check carrier communication logs and process as needed.
• Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal.
• Prepare policy books for large clients.
• Actively pursue referral opportunities to other departments.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements.

Requirements

• Florida 4-40 or 2-20 License Required
• Experience dealing with multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word & Excel

For immediate consideration please email your resume in a Word document to jeff@ceinsurance.com.