Department:

SLFS / Riviere Insurance Division Reports to:

Ricky Alston, Insurance Sales Agent Hours:

Monday-Friday 8am- 4:30pm

Duties of Job:

General Service Work Take calls from clients and assist with any questions, request and/or problems including claims, coverages, operations, cancellations, billings or certificates Interact with carriers, sales representatives, and staff by phone to obtain information for clients , obtain quotes, and negotiate renewal rates when necessary Receive emails and faxes from clients and process daily Review Acord applications for completeness. Obtain missing information, process online or submit to carrier for processing Submit coverage change and amendment requests. Follow up until 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 AMS 360 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 any additional information to issuing company as requested and follow-up with issuing company and client until any warranties have been completed Document conversations and request from client in EPIC Renewals Discuss renewal with agent 90-120 days out as to whether or not alternate quotes will be requested 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 cancel coverage with current insurance company or broker upon approval with new issuing company

Qualifications of Job:

College degree or 5 years Commercial CSR experience required 3 to 5 years Commercial Property and Casualty insurance experience required 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 and coordinating work efforts with other employees and organizations. 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. 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