The Pinkerton Insurance Agency is a well established independent P&C agency located in Independence, Ohio, and is seeking a full time Commercial Service Representative. Key requirements would include commercial lines experience, strong belief in customer service, positive attitude, a team player, attention to detail, good organizational skills and the ability to effectively multi-task
Job Description and requirements:
- P & C license required
- Word processing skills are critical
- Hourly with benefits
- We currently utilize the Applied Management System and while knowledge of this system is a plus, we can offer training so it isn’t a requirement.
- Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries.
- Review, analyze and submit applications to insurance companies
- Process daily mail in a timely manner,
- Receive requests via phone calls from clients and insurance companies; comply with the requests and/or refer to the Producers,
- Review expiration list with Producers to discuss renewal process,
- Prepare Renewal Proposals as needed,
- Forward Renewal instructions to carrier and follow up to make sure policies are processed timely,
- Review renewal policies for accuracy before forwarding them to the client or producer,
- Maintain a follow-up and suspense file to insure that issues are being processed and resolved in a timely manner,
- Provide full support to Producers