INS/INV DIV CSR 1

Commercial Client Services/Insurance Advisor

SLFS / Riviere Insurance Division

412 Canal Blvd, Thibodaux

Supervisor: Ricky Alston, Ins Sales Agent    Hours: Monday-Friday 8am- 4:30pm

Job Description

General Service Work

• Take calls from clients and assist with any questions, request and/or problems
• Interact with Carriers to obtain information & quotes, and negotiate renewal decreases in renewal rates
• Receive emails and faxes from clients and process daily
• Review Acord applications for completeness. Obtain missing information, submit to carrier for processing
• Submit coverage change and amendment requests. Follow-up until processed and approved
• Follow up on CGL, Auto, Property etc. claims until processed and paid
• Process filing on electronic filing system
• Attend training, meetings and seminars as requested
• Assist with answering phones and back up other office positions when required
• Other duties as assigned

New Business

• Work with agent to obtain necessary information from prospective client
• Complete Acord application in EPIC or AMS360
• Submit quote requests to carriers
• Follow-up to make sure quotes are received in timely fashion from carriers
• Compile and review quotes for coverages requested
• Prepare proposal for agent to present to client
• Obtain paperwork from carrier to secure coverage
• Review completed documents for completion
• Submit required signed documents to issuing company
• Provide information to and follow-up with issuing company and client until any warranties have been completed
• Document conversations and request from client in EPIC
• Invoice client for new policy

Renewals

• Discuss renewal with agent 90-120 days out
• If quoting, submit request for updated information via mail, email or phone
• Follow agency procedures for new business or carrier changes
• Prepare and send letters to cancelations

Qualifications:

• 3+ years Commercial Property and Casualty insurance experience required or
  • Risk Management degree
• Current Louisiana Property and Casualty License required
• Computer experience with knowledge of Window, Excel, Word and agency management systems required

Requirements:

While performing duties, the employee is required to sit, stand, stoop, lift up to 5 pounds & the ability to communicate effectively with others, and may be required to work evenings and/or weekends, attend remote meetings/trainings and/or travel.

In the performance of respective task and duties, the employee is expected to conform to the following:

•Successfully perform quality work within deadlines with or without supervision.

•Interact professionally with other employees, customers and contacts.

•Work effectively as a team contributor on all assignments.

•Work independently while understanding the necessity for communicating & coordinating work efforts with others.

This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to the job at any time.

Please contact the Human Resource Department at (985) 851-3434 if you meet these requirements and wish to be considered for this position.