CSR- Commercial Lines

Location
Saint Petersburg, Florida
Salary
$50,000 - $74,999
Posted
Apr 21, 2022
Closes
Jun 20, 2022
Ref
6682277#GIJtoGJS.1
Industry
Insurance
Category
Insurance

Commercial Lines CSR

  • Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
  • Process endorsement requests and endorsements and send follow up requests to carriers.
  • Input transactions in billing system to generate invoices.
  • Process confirmed cancellations and audits as well as rein-statements.
  • Input and update Accord applications in system as directed.
  • Assist with policy rating and process changes on carrier websites.
  • Check carrier communication logs and process as needed.
  • Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal.
  • Prepare policy books for large clients.
  • Actively pursue referral opportunities to other departments.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Monitor personal continuing education requirements to ensure compliance with licensing requirements.

Requirements

  • Florida 4-40 or 2-20 License Required
  • Experience dealing with multiple insurance carriers
  • Knowledge of Applied "EPIC" Agency Management System beneficial
  • Proficient with Microsoft Word & Excel

For immediate consideration please email your resume in a Word document to jeff@ceinsurance.com.

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