COMMERCIAL LINES ASSOCIATE

Job description

Description The Commercial Lines Associate works to support the Commercial Lines Account Manager(s) by delivering excellent customer service, processes transactions according to agency defined workflows, cancel/reinstatement reports, and builds strong relationships with team members, carriers, clients, and our community. The essential functions include, but are not limited to the following: - Establish and maintain a positive team-oriented relationship with colleagues. - Adhere to company policies and procedures for workflow and documentation. - Respond to daily telephone calls and requests for: ID cards, cancellations, payments and reinstatements. - Review and process mail using procedures in place for support. Check incoming faxes and distribute as needed. - Act as a gatekeeper of information by escalating requests to Account Managers when necessary. Responding to client or carrier needs, as directed by Account Managers while providing excellent service. - Support our Agency objective to deliver excellent customer service by processing transactions according to our agency defined workflows, such as policy retrieval, renewals, endorsements, policy changes, loss run requests, and o...