Commercial Lines Customer Service Representative

Position Summary:     Provide service to assigned accounts. Support assigned Producer(s) by placing and processing new business and retaining renewals.

DUTIES:

• Perform daily service on assigned book of business in compliance with the agency’s written procedures including, but not limited to:
• Account transactions including ID cards, proposals, endorsements, certificates, binders, billing, claims, renewals, follow-up, and correspondence on assigned accounts.
• Respond to client inquiries, incoming mail, company requests, and Producer’s needs on a timely basis.
• Collect renewal data on assigned accounts.
• Review and order renewals. Document receipt of renewals and investigate non-renewals.
• Survey policy coverage and identify cross-selling and coverage enhancement opportunities.
• Review, analyze, and submit applications to insurance companies. Make recommendations to the producers.
• Review renewals, endorsements, and account rounding submissions to insure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems)
• Document all activities in agency management system (Applied Systems)
• Understand and utilize upload, download and interface technology
• Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
• Keep producers informed of all important activities on their accounts including being sensitive to potential problems and informing management
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
• Maintain knowledge of current underwriting requirements of contracted insurance carriers
• Maintain knowledge of policy provisions and any changes in these provisions
• Work with Controller and Producer to collect outstanding receivables.
• Complete other functions and assignments as assigned including back-up duties.

SKILLS REQUIRED:

• Minimum of high school diploma, a CISR and/or CIC designation.
• Experience in insurance industry and commercial lines underwriting, products and coverage required
• Active Michigan Property & Casualty Resident Producer License or ability to obtain one within 60 days of hire date.
• Strong organizational skills; ability to discern priority and initiative
• Computer skills, specifically Applied TAM, Microsoft Word, Outlook and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form

Lyman & Sheets provides a competitive wage and comprehensive benefit package including excellent health and dental coverage, vision, 401K plan, profit sharing, life and disability insurance, paid vacation and holiday time, etc., plus a team-oriented work environment.

To express your interest, please email a cover letter, resume and salary requirements to) for consideration to Niki Garnant, Operations Manager. 517.319.5111 or [email protected].  EOE