Job description
Commercial Lines Manager
The Commercial Lines Client Service Agent performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.
Primary Responsibilities:
– Assists clients with making coverage changes in an automated environ- ment supported by transactional filing; determines if delayed or ad- vanced billing is appropriate and invoices accordingly; uses each contact with the client as an opportunity to review the whole account, round it and market.
– Refers current and prospective clients to Life/Benefits Department and to Personal Lines for solicitation of those lines of business; assists in pro- filing the commercial book of business for marketing purposes.
– Sets priorities and manages workflow to ensure efficient, timely, and ac- curate processing of transactions and other responsibilities.
– Maintains up-to-date technical manuals and understands how to per- form technical tasks to expedite client service.
Knowledge, Skills and Abilities:
– Ability to understand written and oral communication, and interpret ab- stract information.
– Physical efforts required include fingering, repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, scooping, reaching, standing, lifting light objects under ten pounds frequently, and climbing occasion- ally.
– High-pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system per- formed with accuracy and speed is essential to the successful completion of tasks.
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