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The Position

Job Title

Insurance Commercial Lines Customer Service Agent

Job Description

SUMMARY

The Commercial Lines Customer Service Agent – Small Business performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

1. Service Commercial Lines Book of Business

Endorsements
Billing/payments (invoice transactions, record payments, prepare finance agreements)
Claims
Create new/renewal business submissions
Loss runs (create letters, order loss runs / obtain/order experience modifiers)
Gather & help complete supplemental applications & supporting documentation
Issue certificates, evidence of insurance, auto id cards and binders
Check and mail out policies
Create proposals for agent- if needed
Cancellation tracking and processing (pending and cancelled)
Audit tracking
Bond

2. Remarkets

3. Quote account rounds for existing CL business

4. Keep up with carrier updates and underwriting information

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

High School diploma or GED equivalent
College degree preferred
Industry knowledge preferred
Obtain and maintain applicable licensing
Insurance designation preferred

Technical/Functional Competencies

Proficient in PC operating systems- Applied Epic
Proficient Microsoft office
Knowledge of and experience with Carrier websites
Knowledge of and experience with Comparative rater websites

This position follows a 4‑1 workweek and is an in‑office role. Employees are expected to be on‑site four days per week and may work remotely one day per week.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Moore, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.