Description
Major functions:
- Process and document claim requests.
- Renew policies following agency standards; verify each renewal's accuracy and ensure that all renewals and necessary documents are produced as needed.
- Process and verify policy change information, facilitating corrections when necessary.
- Maintain and update electronic and transactional files making every attempt to utilize the system to its fullest potential
- Perform other tasks and duties as request or required to support the agency sales and service processes.
- Manage expired and canceled files for the department and act as liaison for off-site storage.
- Periodically provide switchboard relief as needed.
- Request or process the following: binders, ID cards, Inspection forms, certification of insurance, premium breakdowns, paid receipts and carrier mail.
- Maintain supply of all Company forms and order supplies as needed for your assigned companies.
- File documents as needed and in accordance with department procedures
- Handle non-pay and reinstatements according to department procedures.
- Must adhere to pertinent laws, regulations, First Niagara's Compliance Policy and external compliance requirements.
- Respond to customer requests for service and questions regarding their policies in a timely and thorough manner.
- Assist Service and Sales agents as needed with marketing policies to carriers.
- Interface or request all New Business or changes to companies according to their procedures.
Education/Experience/Licenses etc.:
- College education desirable or equivalent work experience.
- NY State insurance broker's license.
- Knowledge of personal lines insurance products preferred.
- Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions.
- Ability to utilize computer and understand functionality.
- Effective communication skills, both written and oral
- High degree of self-discipline and motivation.
- Satisfactory completion of agency testing requirements.
- Knowledge of Microsoft Word and Excel is preferred.
Additional Job Requirements:
- NY State P & C License and Personal Lines experience.