Develop, support and maintain relationships with Insureds and Agents to provide concierge service.
Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.
Receive incoming phone calls and tasks regarding a policy document request, billing inquiry or renewal review.
Locate new or renewal policies in the system, review for accuracy and set up for delivery to the policyholder.
Communicate with insureds, agents and underwriters to ensure policy renewals are bound, provide task and billing updates, cancellation review, policy status when necessary.
Set up accounts in system and process FNOS (First Notice Of service) and FNOS Renewal tasks.
Process insured request cancellations and White Glove pre-cancellation communication.
Take ownership.
Maintain adequate suspense on outstanding items and follow up in a timely manner until its conclusion. Please note other duties may be assigned.
Requirements
Associate or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal & Commercial Lines including homeowners and other lines; or equivalent combination of education and experience.