Pennsylvania Lumbermens Mutual Insurance Company

Business Development Rep

• Solicit and develop new accounts, identifying core brokers and producing new core brokers a year
• Service existing accounts in order to maintain current book of business
• Exercise underwriting authority, including pricing authority in the soliciting and servicing of accounts
• Inspect client sites as part of loss control services
• Participate in various trade association meetings and conventions
• Review coverages and programs and counsel insureds and brokers to ensure that insureds keep their coverage at proper value levels because of increases in property values due to inflation and other trends
• Secure appointments and submit an itinerary Friday prior to travel identifying dates, names, phone numbers, reason and times of visits
• Submit activity report with recommendation letters and follow up letters by the close of business Monday following the field week
• Prepare and update inspection files, including plot plans, photographs and rate schedules
• Submit Expense accounts by the 10th of the month following close of expense period
• Complete various records and reports for home office utilization
• Set up appointments to visit the Philadelphia office to strengthen relationships with Accounting, Claims, Underwriting, and Technical Services and for the purpose of completing appropriate paper work

Business Development Representative

Customer Support

• Serve as point of contact for policyholders and brokers
• Answer calls for all departments from the main customer service telephone number following company standards
• Assist customers with general information about claims and underwriting
• Handle internal and external billing inquiries for insurance premiums, including assisting with e-payments and delinquency
• Handle incoming emails sent to the Customer Service email address
• Log in all new business submissions
• Set up all new claims that are called in, emailed, or faxed
• Obtain D & B reports
• Process Loss Run Requests and direct brokers to the Producer Portal
• Provide training to brokers on the Producer Portal
• Handle outbound phone calls for potential weather-related claims
• Provide backup support to other Customer Service Representatives to ensure company standards are met
• Report to Customer Service Manager
• Perform all other duties as assigned