You are critical to the success of our personal lines department and the agency as a whole. Attitude and effort are everything at Security First Insurance Agency and if you believe you can create a following of raving fans from the clients you serve and those you work with, then this might be the right place for you.

Description of Work:

New Business:

• Assist producers and team mates in development of new accounts.
• Gather application information, drivers list, vehicle list, loss runs, narrative, and submit to appropriate markets.
• Prepare proposals from information provided by producer, marketer and carrier quotes.
• Bind coverage per agency binding authority with various carriers or with prior approval from E&S markets.
• Prepare binders, fee agreements, finance agreements, and invoices.
• Check new business policies for accuracy against applications and proposal.
• Ensure policies issue per agency standard.

Renewal Business:

• Assist in monitoring renewal deadlines for assigned accounts.
• Review renewals with producer per agency standard.
• Complete renewal applications utilizing Vertafore AMS360 management system and verify accuracy of information.
• Submit applications to markets for quote based on agency standard, producer and client request.
• Obtain additional information needed by carriers to provide quotes.
• Bind coverage per agency binding authority with various carriers or with prior approval from E&S markets.
• Check renewal policies for accuracy against expiring terms.
• Contact assigned book of business annually.

Customer Service

• Issue ID cards.
• Answer telephone and provides basic customer service including information on billing, coverage, audits, and change requests.
• Submit requested information to carriers.
• Prepare bills for midterm transactions issued by carriers and follows up to ensure payment, additionally assists producer in resolution of discrepancies.
• Verify all premium invoices, including policies and binders.
• Assist production unit in special projects related to sales and/or servicing.
• Update Vertafore AMS360 management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance to department timeframes.
• Data entry, including endorsements, certificates and basic client information from producer or customer.
• Prepare letters of explanation to insured to accompany policy documentation.
• Follow up on late payments from customers and cancelation notices from finance companies.
• Follow up on miscellaneous suspense items.
• Other duties as required.

Required Skills

• High School diploma or general education degree (college education preferred)
• 2-4 years of experience and/or training in personal lines of insurance (independent agency experience preferred)
• Colorado Property and Casualty License
• CISR and/or CIC Designation(s) preferred
• Experience with AMS360, PL Rating, Microsoft Office Suite

Benefits

• Competitive Salary
• Bonus plans
• Health Benefits
• 401(K)
• Paid Time Off
• Holiday Pay
• and more

Interested in this position? Please forward your resume to hire@securityfirstia.com.