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Commercial Lines CSR

Posted on Aug 11, 2019 by QuestPro

Dallas, TX 75201
Sales
Immediate Start
Annual Salary
Full-Time

Commercial Lines CSR needed for retail agency in the Park Central area. Great opportunity to be part of a dynamic team in a growing agency. Ideally seeking candidates with at least a year of commercial insurance experience.

Responsibilities:

  • Check small business policies for accuracy; audit policies as needed
  • Update computer systems with policy information
  • Process Change Requests
  • Order policy changes
  • Invoice clients
  • Handle claims as needed
  • Process endorsements
  • Order MVRs
  • Issue Certificates
  • Process OCIP worksheets
  • Check NOC's issues/reinstatements
  • Market accounts for renewal
  • Process new business as applicable
  • Create proposals and renewal summaries
  • Interact with clients with a level of professionalism expected throughout the company

Reference: 744310083