Commercial Lines Customer Service Agent / Account Manager Assistant

Summary of Duties

• Primary purpose is to assist CSA’s with their daily workflows. 
• Follow Policies and Procedures as outlined in Agency manual
• Maintain current Activity Report, Expiration Report and Emails  
• Assists CSA with Direct Bill and/or Agency Bill Renewal processing
• Assist CSA with maintaining Data Base by updating Client data as needed (driver list, equipment list, auto list)
• Assist CSA with daily service needs (Change Requests, Binders, Certificates of Insurance Etc)
• Assist CSA with follow up on Intent to cancel notices and cancellation notices as needed       
• Assist CSA with preparing Summary of Insurance for producers and clients         
• Assist CSA with preparing 3 ring binders and flash drives for delivery to clients
• Post direct bill payments as needed
• Assists CSA’s as needed with filing initial claim reports and properly documenting TAM  
• Assists CSA’s with ongoing Claim service needs   
• Updates TAM to reflect closed claims and sends Claim surveys to clients
• Sends Cancel Survey letters to clients that have closed claims
• Sends received Claim Surveys to Claims managers as needed quarterly
• Runs open claim report and f/u  on claims over 60 days old (On going project)
• Receive and process certificate requests from clients or Account Manager   
• Send out C Account Letters & Work Comp Payroll Letters following monthly renewal meeting.
• Follow up with companies when renewals/endorsements are not received in a timely manner.
• Assist CSA with quoting processes when needed

• Must have high school education or equivalent 
• Maintain a P&C License
• Knowledge Windows
• Knowledge of Microsoft Office
• Knowledge of Various Rating Systems
• Knowledge of Applied (TAM Online or EPIC)