Commercial Lines Client Representaive

Ross & Yerger Insurance, Inc.; Jackson (MS); Presencial; USD 36.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Comprehensive health and welfare benefi

ESOP participation

Parental leave

Generous Paid Time Off

Descripción de la vacante

Ross & Yerger Insurance, Inc. in Jackson, MS is seeking an Insurance Administrative Associate to process endorsements, policies, and invoicing with accuracy.

You will prepare renewals, certificates, and EPI forms, and support Client Managers with proposals and reports. The role requires at least a high school diploma or equivalent, plus two years of experience or a two-year degree, along with basic data entry skills and strong communication.

Formación

• Basic computer/data entry skills using agency management systems, word processing, spreadsheets.
• Good interpersonal skills with customer focus.
• Ability to perform detailed work accurately and efficiently.
• Effective oral and written communication abilities.

Responsabilidades

• Process endorsements, audits, policies, cancellations, reporting forms and invoicing per procedures within time frame and accuracy.
• Issue new and renewal certificates of insurance and EPI’s.
• Prepare and secure premium finance agreements and surplus lines non-admitted forms, as well as mod master.
• Obtain P&C license after six months on the job.
• Create/prepare proposals and presentations from direction of Client Managers.
• Prepare various reports and spreadsheets including premium and loss recap and schedules of insurances.
• Input new client data and assist in renewal applications.
• Maintain documentation with scanning procedures, telephone logs, notes, etc.
• Handle client discrepancies in a timely fashion.
• Collect underwriting information (loss runs, MVRs, driver lists, experience mods).
• Sort and distribute mail daily for team.
• Monitor daily suspense to follow up on items requested of clients and carriers.

Conocimientos

Basic computer/data entry skills

Good interpersonal skills

Effective communication

Detail-oriented

Educación

High School Diploma or equivalent

Two years of full-time work experience

Two year college degree

Descripción del empleo

• Process endorsements, audit, policies, cancellations, reporting forms and invoicing according to R&Y procedures manual within acceptable time frame and with accuracy.
• Issue new and renewal certificates of insurance and EPI’s.
• Prepare and secure premium finance agreements and surplus lines non-admitted forms, as well as mod master.
• Obtain P&C license after six months on the job.
• Create/prepare proposals and presentations from direction of Client Managers.
• Prepare various reports, exhibits and spreadsheets, including premium and loss recap, schedules of insurances, etc.
• Input new client data and assist in applications for renewal process.
• Maintain good documentation through use of good scanning procedures, telephone logs, notes, etc.
• Handle team’s client discrepancies in a timely fashion.
• Collect underwriting information such as loss runs, MVR’s, driver’s list, and experience mod worksheets.
• Sort and distribute mail daily for team.
• Maintain and monitor daily suspense to follow up on items requested of clients and carriers.

Major Duties And Responsibilities

• Process endorsements, audit, policies, cancellations, reporting forms and invoicing according to R&Y procedures manual within acceptable time frame and with accuracy.
• Issue new and renewal certificates of insurance and EPI’s.
• Prepare and secure premium finance agreements and surplus lines non-admitted forms, as well as mod master.
• Obtain P&C license after six months on the job.
• Create/prepare proposals and presentations from direction of Client Managers.
• Prepare various reports, exhibits and spreadsheets, including premium and loss recap, schedules of insurances, etc.
• Input new client data and assist in applications for renewal process.
• Maintain good documentation through use of good scanning procedures, telephone logs, notes, etc.
• Handle team’s client discrepancies in a timely fashion.
• Collect underwriting information such as loss runs, MVR’s, driver’s list, and experience mod worksheets.
• Sort and distribute mail daily for team.
• Maintain and monitor daily suspense to follow up on items requested of clients and carriers.

Requirements

• High School Diploma or equivalent and at least two years of full-time work experience, or at least a two year college degree.
• Basic computer/data entry skills (agency management, word processing, spreadsheets).
• Good interpersonal skills and customer focus.
• The ability to do detailed work effectively and efficiently.
• The ability to effectively communicate both orally and in writing.

Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It’s in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement, parental leave, and generous Paid Time Off.

• This job description is not all-inclusive and may be supplemented as business conditions change.