Commercial Insurance Service Representative
Pinkerton Insurance Agency - Independence, OH

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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