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Questpro is partnered with a well-established and highly respected independent insurance agency that is adding Commercial Lines Support Techs to the team.
This position is fully in-office - located at Lighthouse Point, FL near Boca Raton/Fort Lauderdale.
Competitive salary!
Highly collaborative, warm, friendly team and management!
Lots of growth opportunities!
19 days of PTO!
Agency contributes $520/month towards employee health plan!
Responsibilities:
Provides internal assistance to 2-4 Commercial Lines Account Managers.
Processes client policies, endorsements, audits, cancelations, and reinstatements.
Audits insurance policy documents and works with Insurance Carriers and Account Manager to correct inaccuracies.
Produces schedules and summaries of insurance.
Sets up, Issues renewal and new certificates of insurance and evidence of property
Reviews certificate requirements for certificates of insurance against current program identifying differences and advising service team and insured. Requesting endorsements if needed.
Maintains accurate information in agency management systems.
Creating tasks for follow up and staying current on tasks
Completes accounting-related transactions including complex and multi-client invoicing.
Gathers renewal information and assembles applications and schedules for the Account Management team.
Assists Account Management team in delivering client service and meeting client retention goals.
Drafts proposals
Data entry and printing of insurance documents
Loss Run Requests and Claims Summaries
Auto ID Cards
Assists with billing/invoicing questions and issues
Creates Claims Manual and other client deliverables
Creates renewal update documents and delivers to customer
Online rating/quoting
Claims follow up
Ability to gain exposure to Account Management job activities.
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