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Insurance Broker
at Frenkel in New Jersey
The Insurance Broker is responsible for assisting clients with service needs and making changes to existing accounts, meeting service and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position is responsible for maintaining high service standards.
Essential Functions:
In this role you will be responsible for, but not limited, to the following job duties:
• Develop complete submissions on new business and obtain quotes in conjunction with the producer.
• Annually review renewal policies for proper coverage incorporating information obtained on the renewal questionnaire.
• Process all policies, endorsement changes, invoices, binders, and certificates of insurance, I.D. cards, documentation, action items, etc. on the agency management system and maintain client risk files on the applied system and other agency software.
• Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming mail, and company requests on a timely basis.
• Review new business, renewals, and endorsements to ensure items were received as ordered.
• Prepare billing following agency's credit and collections policies.
• Pursue opportunities for adding new business to existing accounts or to cross-sell business to other departments.
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development
• Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions.
• Perform other duties as requested.
Follow the link to APPLY ONLINE today!! http://hire.jobvite.com/j/?aj=otEkVfw6&s=4insurancejobs.com
Essential Functions:
In this role you will be responsible for, but not limited, to the following job duties:
• Develop complete submissions on new business and obtain quotes in conjunction with the producer.
• Annually review renewal policies for proper coverage incorporating information obtained on the renewal questionnaire.
• Process all policies, endorsement changes, invoices, binders, and certificates of insurance, I.D. cards, documentation, action items, etc. on the agency management system and maintain client risk files on the applied system and other agency software.
• Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming mail, and company requests on a timely basis.
• Review new business, renewals, and endorsements to ensure items were received as ordered.
• Prepare billing following agency's credit and collections policies.
• Pursue opportunities for adding new business to existing accounts or to cross-sell business to other departments.
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development
• Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions.
• Perform other duties as requested.
Follow the link to APPLY ONLINE today!! http://hire.jobvite.com/j/?aj=otEkVfw6&s=4insurancejobs.com
Published on Jul 19, 2010
Viewed: 357 times
Viewed: 357 times
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