Property Claims Manager – Large Loss
Reserv
Client Service Specialist - Commercial Lines
Relation Insurance Services
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $15 - $36 per hour
Job Level
Junior
About the role
- Execute all administrative tasks related to account management and policy servicing, including processing policy endorsements, renewals, cancellations, and maintaining accurate account records
- Order renewal policies, verify them against proposals, and process them in the Agency Management System
- Handle endorsements including entering on company websites, follow up on endorsements not received from carriers, check endorsements for accuracy, bill endorsements and send to client
- Follow up on new business submissions with carriers not managed by Risk Placement Specialists
- Enter and rate policies in carrier websites and order new policies as needed
- Issue standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
- Monitor payment status of direct bill policies to prevent cancellations and notify the Account Manager if there is a risk of cancellation due to non-payment
- Track claims and update the agency management system with activity, payments, and closures
- Verify audit accuracy, review with agency staff, bill audits, and send audit review letter to clients
- Order motor vehicle reports "MVRs" and loss runs as directed
- Review and process mail
- Act as a backup for office phone calls and walk-in traffic as needed
- Perform other projects, duties, and tasks, as assigned
Requirements
- A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter
- Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred
- High School Diploma or equivalent
- Bilingual (English/Spanish) preferred; may be required, depending on location
- 1+ year experience in Customer Service preferred
- Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred
- Working knowledge of commercial lines of coverage preferred
- Proficient in using computers and Microsoft Office Suite
- Must be computer literate with the ability to learn new software
- Outstanding interpersonal and communications skills are required
- Must be able to understand written and oral communications and interpret information written within policies
- Ability to work independently with limited daily supervision and to work effectively in a team environment
- Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment
