Commercial Lines Service Advisor

Summary:

The Service Advisor assists the Service Director and other department personnel by processing work associated with insurance accounts. This would include issuing proof of insurance, policy rating, data entry, renewal preparation and other tasks as assigned.

Pay/Benefits:
  • Base rate to be determined upon experience
  • 401(k) with employer contribution after a 1 year service requirement
  • Competitive benefits package including; group health, vision, dental, disability and life insurance
Responsibilities and Essential Duties:
  • Enter accurate client information into agency management system and carrier applications.
  • Process and ensure accuracy of account information for applications, endorsements, and audits.
  • Create general correspondence to carriers and clients.
  • Issue certificates of insurance and evidences of property. 
  • Prepare policies, renewals and other documents for delivery to insured.
  • Perform coverage reviews and rates lines of coverage as needed.
  • Assist in rating of new and renewal business.
  • Participate in required continuing professional development.
  • Education and/or Experience:
  • High school diploma or general education degree (GED). One year of customer service and/or insurance related experience. 
Qualifications:

To perform this job successfully, the candidate must have excellent written and verbal communication skills.

The position requires someone who is a team player, self-motivated and dependable. The candidate should project a positive attitude, be eager to learn and possess excellent time management skills.

Physical Demands:

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must be able to occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

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