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Website twitter.com/Express_WFalls Express Employment Professionals

Local insurance agency seeking licensed Property & Casualty Customer Service Representative. Ideal candidate for our fast-paced environment is mature, has strong work ethic, and is detailed oriented. Pay BOE.

Quoting New Business
• Quoting will include, but may not be limited to home, auto, renters, umbrella, boat, & recreational lines
• Pre-qualify and analyze prospect. Obtain all information needed and enter into quoting system, to determine best rates and fit for client
• Present quote to client & review coverages
• Solicit other lines of business for account rounding.
• If writing policy, obtain signatures, payment information, and any additional required information.
• Review issued policy for accuracy
• Forward binder, ID cards, policy or any required document to insured & or mortgagee
• Attach all required documents into client electronic file in agency management system
• Update client file with all required notes and client correspondence
Renewals
• Run renewal report and document premium changes in client file & agency spreadsheet
• Re-shop with carriers if necessary
• If able to find a better coverage for premium, present quotes and go through quoting steps above
• If no better options are found, send appropriate email to client
Miscellaneous Job Duties
• Process client payments and answer client billing inquiries
• Process loss payee and mortgagee changes on carrier websites
• Take mortgagee calls to confirm premium, coverages & mortgagee clause
• Process endorsements as needed
• Process cancellations
• Sen account round emails to clients, call and follow up
• Process claim emails/calls as they come in
• Misc. projects as they come up

Apply now at www.expresspros.com

To apply for this job email your details to julie.ayala@expresspros.com

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