Reviewing, updating, inputting insurance quoted data into excel spreadsheet and to ensure submissions are complete and correct before they are submitted to the insurance markets.
Communicating with inter-company departments & insurance company underwriters regarding needed information.
Sending submissions to insurance companies.
Following up with insurance companies to make sure they have adequate information.
Checking insurance quotes against policies for accuracy and coverage.
Pulls and prepares completed proposal packages and edits as necessary.
Participating in meetings with insurance companies to obtain knowledge of each company.
Learning all Commercial Lines service standards and procedures. 20% Office Administration/File Management
Documenting all correspondence, following up for necessary information updates at appropriate times and keeping the client files organized and up to date. 10% Teamwork
Works together with team and with other departments; this includes conferencing with Producer or Account Executive to discuss the execution of strategies. Manages PTO to work with departmental needs. Volunteers to back up and/or assist others as needed. Completes special projects as assigned by the manager. 10% Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.

Requirements Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read and interpret documents such as rules, instructions, and procedure manuals. Ability to write routine reports and correspondence. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Reasoning Ability Ability to apply common sense understanding to carry out detailed written or oral instructions. Computer Skills To perform this job successfully, an individual should have knowledge of Database software; Internet software; Spreadsheet software and Word Processing software. Certificates, Licenses, Registrations Must be able to obtain insurance licenses and designations as set forth by the organization's education plans. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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