About the Role
Title: Underwriter Commercial Lines – Associate (Sr. Account Representative)
Location: United States
Job Description:
Company Overview
Team Focus Insurance Group provides insurance industry organizations with the policy management solutions they need so they can focus on profitably growing their business. Throughout our more than 25 years, we’ve built a solid reputation of financial stability, growth through innovation, and delivering outstanding service and results to our clients. And while our focus is on our clients, it’s also on our team members.
When you join Team Focus Insurance Group, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.
Summary: Develop, support and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.
Essential Duties and Responsibilities:
- Receive incoming phone calls and tasks regarding a policy document request, billing inquiry or renewal review.
- Locate new or renewal policies in the system, review for accuracy and set up for delivery to the policyholder.
- Communicate with insureds, agents and underwriters to ensure policy renewals are bound, provide task and billing updates, cancellation review, policy status when necessary.
- Set up accounts in system and process FNOS (First Notice Of service) and FNOS Renewal tasks.
- Process insured request cancellations and White Glove pre-cancellation communication.
- Take ownership. Maintain adequate suspense on outstanding items and follow up in a timely manner until its conclusion.
Technology Essential Duties:
- E-mail: Open your Outlook/Gmail. Start an E-mail, attach a document to the E-mail.
- Browser: Open an internet browser, save a page as your favorite, open another browser, minimize the browser.
- Communication: Open Teams, share your screen, minimize Teams
Education/Experience:
Associate or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal & Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. 3-5 years’ experience servicing or selling Property & Casualty Insurance Commercial policies. Previous call center experience a plus.