Essential Duties and Responsibilities
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.
- Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
- Demonstrates a positive member service (internal and external) focus at all times.
- Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
- Ensures confidentiality of member information.
- Supports a diverse and inclusive work environment.
- Performs functions on agency management system proficiently and assists others as needed.
- Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to Commercial Sales staff or clients as directed.
- Handles normal account service activity including endorsements, audits, invoicing, etc.
- Is responsible for policy processing and quality control.
- Gathers the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed, within seven days of receipt.
- Conducts periodic service calls for designated accounts.
- Performs special projects at the request of designated clients after being approved by manager. Binders and/or policy or endorsement requests are to be completed within three days of date quoted to client.
- Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
- After reviewing updated client exposure survey information, obtains other renewal information from insured and completes applications for designated renewal business sixty days before renewal date.
- Receives phone calls and office visitors requesting quotes, changes to existing coverage, review/process certificate of insurance requests and completes the changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collect premium when applicable.
- Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
- Receives and reviews all termination and cancellations to determine action to be taken and takes needed action within 72 hours of receipt.
- Handles premium collection through form letter and request cancellation of policies when necessary.
- Follows up on outstanding claims and provides assistance in their resolution, as necessary.
- Solicits expiration dates for policies not written by agency.
- Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
- Seeks recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
- Meets minimum sales expectations for any and all products and services.
- Documents all material conversation with insured and/or carriers regarding exposures and coverage.
- Performs other functions as assigned by management.