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Commercial Lines Producer
Benefits:
• 401k
• Dental Insurance
• Vision Insurance
• Health Insurance
• Holidays
• Sick Leave
• Vacation
Job Description
Custom Job Purpose:
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies and handle an existing book of business.
Tasks
• Service existing book of clients
• Ability to perform the essential functions of the job with or without reasonable accommodations.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Contact underwriter and submit forms to obtain binder coverage.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Work Context
Requires contact with others (face-to-face, by telephone, or otherwise), Requires competition or awareness of competitive pressures, Requires making decisions that affect other people, the financial resources, and/or the image and reputation of the organization, Requires being exact or highly accurate, Demonstrate courteous and professional demeanor to all potential customers, customers, and employees at Bowers Insurance.
Work Activities
• Making Decisions and Solving Problems
• Communicating with Supervisors, Peers, or Subordinates
• Establishing and Maintaining Interpersonal Relationships
• Follow contract, property, or insurance laws
• Use computers to enter, access or retrieve data
• Maintain records, reports, or files
Qualifications
Education and Experience
Education: High School/G.E.D
License, Certificate or Registration: Property & Casualty License
Additional Information:
Previous experience in an insurance setting preferred.
Technology
AMS Services AMS 360
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Computer Operator
The Computer Operator (CO) duties include:
1) Making certain all data is entered and updated in customer relationship software.
2) Where the CO notices other staff making incorrect data entry, the CO must inform them of the correct procedures.
3) The Computer Operator ensures that he or she always follows the steps of the Computer Operator Daily task checklist.
4) The Computer Operator is, when needed, a backup for the receiptionist. This entails greeting customers, handling insurance payments, answering and forwarding calls to correct party and other duties as assigned.
5) The Computer Operator is expected to train using online training to a sufficient level. As new processes, training materials, help messages, etc., are released, he or she is expected to maintain his or her knowledge.
6) A Computer Operator is responsible for insuring that various user-defined fields are updated on the record update form to reflect the content of those fields as they exist in the computer. All of the record update forms are in Microsoft® Word.
7) The Computer Operator must be well-trained enough to answer questions of other members of the team. For those questions he or she can not answer, contact must be made with the support groups at Bill Good Marketing.
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