Job Details: Job Location: RIA - Thibodaux , LA, Salary Range: Undisclosed, Job Shift: 8-5, 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.
Qualifications: