Personal Lines Insurance Specialist

BHS Ins; Grandville (MI); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

BHS Ins in United States is seeking candidates to assist clients with personal lines coverage, educate on policy options, and manage changes and renewals. The role involves underwriting new accounts, coordinating with carriers, and processing claims and billing in a busy agency setting.

Qualifications include a valid P&C license, CISR/CIC a plus, strong knowledge of insurance products, and solid computer skills; Epic agency management experience is a plus.

Formación

• P&C License is required to perform duties.
• CISR or CIC designation is a plus for advancement.
• Knowledge of insurance products, rating procedures, coverages and industry operations.
• Ability to multi task and prioritize with interruptions.
• Intermediate computer skills: Word, Excel, Outlook; experience with Epic is a plus.

Responsabilidades

• Assist and educate clients regarding insurance coverage and exclusions, billing, and policies by telephone, email, or visits to the agency
• Underwrite and place new accounts; round out current client portfolio
• Quote coverage with our carriers, issue new business, make changes to policies and obtain rates for additional coverage
• Take claim reports and submit internally for processing
• Maintain computer files on clients and detail activities regarding customer contact; maintain active records on company and insured activities
• Access carrier websites for issuing policy changes and new business
• Work with producers on new accounts or changes to existing accounts; keep producers informed of important activities
• Review terminations and cancellations to determine action
• Process renewals and remarkets
• Handle premium payment transactions
• Comply with organizational policies and procedures, including code of conduct and attendance policy

Educación

P&C License

CISR or CIC Designation a plus

Knowledge of insurance products

Ability to multi task

Intermediate computer skills

Herramientas

Epic Agency Management system

Descripción del empleo

BHS Ins in United States is seeking candidates to assist clients with personal lines coverage, educate on policy options, and manage changes and renewals. The role involves underwriting new accounts, coordinating with carriers, and processing claims and billing in a busy agency setting.

Qualifications include a valid P&C license, CISR/CIC a plus, strong knowledge of insurance products, and solid computer skills; Epic agency management experience is a plus.