Commercial Lines Insurance CSR (2 positions) SD-SBS

Driver Alliant Insurance Services, a company with more than 600 employees and $1 billion in premiums, is the 2nd largest privately held broker in California. We are also 14th in the nation, as part of Alliant Resouces Group, Inc.  Driver Alliant is California's largest Public Agency Broker.

We currently have several open positions and are seeking qualified individuals to join our team!

You can visit our website to see all of our positions available by location at www.driveralliant.com

 

One of our open positions available is:  Commercial Lines Insurance CSR (2 positions) Select Business Solutions

 

Detailed Duties and Responsibilities

Essential Functions

The Account Representative provides a variety of Client/Customer services and/or clerical support to assist Broker(s) within the Property/Casualty, Surety, Small Commercial Lines and Personal Lines Department. Responsible for servicing accounts that generate the current year?s commission requirements as set forth by current fiscal year budget and Corporate goals. (Commission range is influenced by the expected service demands of the type of business handled and years of agency experience.)

 



% of Time

TASKS

35%

Marketing

? Discusses proposals for policy renewals

? Gathers information for applications.

? Packages and markets applications to various carriers obtaining quotations or negotiates prices, commissions, coverage, etc., with carrier.

? Prepares presentations/proposals for clients

? Binds insurance coverage and prepares insurance binders or certificates.

25%

? Reviews policies and determines proper coverage and possible deficiencies under rating/underwriting rules. 

? May meet with clients, as directed, to review coverage.

5%

? Reviews client accounting history, responds to accounting inquiries, corrects account discrepancies.

5%

? Research requests from the company underwriter.

10%

Clerical

? Compose correspondence to insured/underwriters.

? Type applications, letters, memos, etc.

? Answer telephone and route calls to others.

? Process and distribute mail.

5%

? Inputs invoice information

3%

? Handles expiration record controls.

2%

5%

? Process and track claims

? Process dead files.

 

Minimum Qualification Requirements



Education:

? High School diploma or equivalent

Experience:

? Minimum of 3 years experience receiving client inquiries and processing forms and endorsements for commercial lines of insurance (including primary commercial coverage lines) with demonstrated ability to interpret commercial policies and explain coverage to clients.

? Broad knowledge of commercial coverage lines.

? Full understanding of agency/company relationship and procedures.

? Familiarity with the Company or a related type of computer system.

? Must possess a valid insurance license and have completed one insurance class.

? Must continue to meet C.E.U. requirements for license renewal. It is suggested that these hours be geared towards gaining a designation of ACSR, CISR or higher.

? Ability to file, touch type (30-35 wpm), use a computer keyboard and operate general office equipment. Some general office experience preferred. Excellent oral communication skills. Speak and understand English.

? Candidate must pass agency proctored written insurance exam (minimum score of 65%) and Basic Office Skills exam (minimum score of 70%

? Work is performed under minimal supervision with latitude for independent discretion and judgment.

 

In addition to an exciting environment, we offer:

 

*Competitive base salary with additional opportunities for variable pay through recognition programs and incentive awards

  *401(k) with company match

*Comprehensive health plans that include coverage for same sex/domestic partners

  *Strong work/family and employee assistance programs

  *Tuition reimbursement

  *Generous Vacation Plan

  *10.5 Paid Company Holidays per year

  *Training/Development opportunities

 

We are proud to provide comprehensive, high quality employee programs to meet employees? needs now and in the future, including a very competitive financial package.  Explore what we have to offer.

 

For immediate consideration for this position, please click on the ?Apply Now? button at the bottom of this posting.

 

Insurance Industry experience a must.  Only qualified, local candidates will be considered.  Please, no phone  calls.

Keywords:  Insurance, Commercial Lines, Property & Casualty, CSR, Account Manager, Producer