Licensed P & C Producer/CSR

Job Responsibilities:

· Answers incoming calls, transfer and take accurate messages

· Process endorsements & policy service requests

· Prepare certificate of insurance

· Handle intent to cancels, reinstatements and cancellations & billing questions (from insured, finance companies and carriers)

· Check Hartford, Progressive, National General, Chubb, Markel & Travelers & Service Lloyds and others on a regular basis.

· Prepare Quotes, Binders & Policies Acords and Supplements for EIP Underwriters that you are assigned to.

· Assist your assigned underwriter with bookings as needed.

• Verify all documents and emails are on shared drive and in Newton
• Process renewals and changes to policies
• Perform special projects as assigned
• Follow-up on policy documents, endorsements, cancellations, recommendations, audits & info needed
• Responsible for maintaining a high level of professionalism with clients and working to establish a positive rapport with every caller

Job Skills & Qualifications:

· Office Customer Service

· Knowledge of Insurance terminology a plus

· Experience in G/L, Professional Liability, Commercial Auto, Commercial Property & Business Owners

Other Skill Requirements:

· Good organizational and interpersonal skills

· Intermediate to advanced computer skills, written communication skills spelling, punctuation,

· grammar and verbal communications skills.

· Ability to learn Company/Proprietary software

· Adobe Acrobat Professional

· Ability to prioritize and multi-task

· Bilingual English/Spanish) a plus, but not required

Licenses: Property & Casualty (Required)