Agency Services Representative

Responsible for supporting Personal/Commercial Lines NBISCO Agency goals and objectives

RESPONSIBILITIES

1. Handle miscellaneous policy servicing, such as binders, certificates of insurance, auto ID cards, policy changes, suspense items, monthly expirations, and various tasks.
2. Facilitate and actively manage relationships with multiple carriers and producing
3. Actively upkeep/document Agency Management System with all file notes including all correspondence and policy related documents.
4. Research and compile answers to current client policy and coverage questions.
5. Prepare all documents to be mailed to appropriate agencies and /or companies as per guidelines of agency.
6. Provides back-up as needed due to absences or workload within Agency Services and assists with other office tasks as necessary to support job function and agency activities.
7. Actively engage in the Agency Services goal and strategic planning

POSITION REQUIREMENTS

• Insurance industry experience a plus
• Obtain Property and Casualty license within 60 days of hire
• AMS360 or Applied (TAM or EPIC) software experience a plus
• Knowledge of Insurance and/or Brokerage business a plus
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
• Excellent time management
• Excellent verbal and written communication skills