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Posted: Sunday, March 5, 2017 2:24 AM

Job Description:/h3:
Small Business CL Assistant
FLSA Status: Non : Exempt
Hours 8:30 to 4:30 M:F

Summary: Assist 2 Account Manager to service a commercial lines book of business.
Respond timely to commercial client inquiries about policy and coverage questions and consult with clients on policy changes.

Position duties and responsibilities include but are not limited to the following:
Assist with all aspects of service for client base by proactively providing information, answering questions,
documenting and recording date of transmittal to client, as well as receipt and subsequent endorsement to client.
Identify, compile and manage information for renewal accounts.
Data entry for daily processing
Request, install and implement policy changes to carriers and clients as required in addition to preparing new
and renewal business submissions.
Check policies and update AMS.
Create Marketing Files in preparation of marketing submissions per approved office guidelines.
Review policy audits; verify accuracy and facilitate correction as required between client and carrier.
Print current applications for file, any specialty apps (obtain expiring and renewal)
Proposal preparation and clean up
Endorsement Follow up for receipt and related activity etc.
Prepare finance agreements.
Complete affidavits and Certificates of Effort for Excess and Surplus Lines filings.
AMS:Attach and enter daily correspondence using the appropriate sub categories for related data for
maintenance of all processing, mail, e:mails, etc.
Prepare invoice processing forms for billing including monthly billings, including payment verification.

This position is back up for the following: Certificate Administrator

Supervisory Responsibilities: This position requires no supervisory responsibilities.

Competencies: Optimal performance in this position requires the ability to demonstrate the following:

Analytical: Collect and research required data; utilize knowledge and experience to process data.
Problem Solve: Display ability to identify and resolve issues/challenges in a timely manner; Gather and analyze data in order to provide alternate solution as well as display ability to work well in group to provide resolution.
Interpersonal Skills: Display ability to move to solve, maintain confidentiality;
Remains open to others ideas and tries new things.
Professionalism: Professional conduct is expected and required at all times.

Commercial Lines Assistant : Level II Competencies Continued

Written Communication: Display ability to write clearly and informatively; edit work for spelling and grammar; Varies writing style to meet needs of client; Able to read and interpret written information.
Teamwork: Display ability to balance team and individual responsibilities; Exhibit objectivity and openness to others views; Provide and welcome feedback; Contribute to building a positive team spirit; Display ability to help build morale and group commitment to goals. Supportive of team efforts to success of team above own interests.
Quality Management: Look for ways to improve and promote quality; ability to demonstrate accuracy and thoroughness.

Planning/Organizing: Prioritize and plan work activities, Use time efficiently; plan for additional resources.

Attendance/Punctuality: Commitment to consistent punctuality for being at work and meetings on time.
Dependability: Display ability to follow instruction, respond to management direction; Takes responsibility for own actions; Keep commitments; Commitment to putting in necessary time to reach and complete work goals. Complete tasks on time or in absence plan and notify appropriate individual with alternate plan in a timely manner.
Comprehensive Skills: Display the ability to read and interpret documents such as insurance requirements related to certificates of insurance.
Reasoning Ability: Display ability


• Location: Allentown, clinton

• Post ID: 37138275 allentown is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017