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Responsibilities include, but may not be limited to:

• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts. 

• Provide assistance to Producers in handling and processing new commercial lines business. 

• Review renewal requests, endorsements and audits for accuracy. 

• Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders. 

• Obtain Renewal information requested by the company underwriter. 

• Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier. 

• Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages. 

• Review all Accord applications for accuracy. 

• Work with Accounting to invoice all premium bearing Agency bill transactions 

• Handle telephone requests and written miscellaneous correspondence (ex: Bank requests). 

• Process cancellations requests. 

• Keep up to date on insurance forms and coverage changes through bulletins and circulars. 

• Process claims and follows up as needed. 

• Service commercial line select accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures. 

• Provide prompt, accurate, courteous service to customers, producers and company personnel. 

• Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible. 

Qualifications and Requirements

• Bachelors degree (from accredited university) in Business or related field or a combination of education and experience.
• Minimum of two years Commercial Lines experience 
• Thorough understanding of commercial lines insurance and products
• Licensed per state requirements - or willing to obtain
• Have on designation (i.e. CISR, CIC, CRM) – or be willing to obtain
• Self-starter, think outside the bo, imaginative and creative with good communication skills both verbal and written
• Detail oriented and solid listening skills
• Team Player with a Can Do Attitude