Client Service Agent (Assistant) Business Division
Job Description
Job Description
Servicing all aspects of assigned commercial lines accounts. Grow and develop technical skills and insurance knowledge to the highest level possible.
DUTIES AND RESPONSIBILITIES
1. Provide prompt, accurate and courteous service to customers, Sales and Service Agents, and
company personnel.
2. Check all policies for discrepancies between management system and policy declarations and
invoice policy if agency billed.
3. Attach scanned policy to management system and prepare standard email with policy attached,
list of all certificates or evidences of insurance when needed.
4. Assist in rating new and renewal business as needed.
5. Issue Certificates and Evidences of insurance when needed.
6. Prepare endorsement requests and update policy screens.
7. Prepare and process cancellations when required.
8. Invoice audits and follow-up when payment is not made and notify Sales and Service Agents of
any unpaid audits.
9. Process claim information when directly reported to carriers.
10. Process incoming mail per agency procedures.
11. Retrieve all commercial documents from company websites.
12. Cover reception desk as needed.
13. Keep Sales and Service Agents fully informed of all important activities on accounts.
14. Maintain suspense items in a timely manner.
15. Obtain expiration dates, where possible, on lines of business or polices not written by the
agency to follow-up on and make coverage offers.
16. Understand and successfully use industry automation.
17. Assume other job responsibilities as assigned by Sales and Service Agents.
18. Keep current on rates, forms and coverage changes through circulars, bulletins, trade
publications, seminars and schools offered.
19. Participate in seminars and classes for skill and knowledge development.
20. Maintain all client activity in the agency automation system.
The preceding functions have been provided as examples of the types of work performed by
employees assigned to this job classification. Management reserves the right to add, modify, change or
rescind work assignments and to make reasonable accommodations as needed.
QUALIFICATION
General Knowledge
• Ability to use a personal computer
• Ability to exercise judgment and discretion in confidential matters
• Ability to communicate tactfully with customers and Agency personal
• Knowledge of Windows based software.
• Ability to communicate tactfully with customers and Agency personal
Education and Certification Requirements
• High school diploma or equivalent.
Experience Requirement
• Minimum of two (2) years insurance experience or another qualifying professional
environment.
• Knowledge of standard professional computer applications. Ex. Outlook, Word, Excel, etc.
Cognitive Requirements
The position holder has the responsibility to acquire and maintain the required knowledge of State and
Federal Insurance regulations and policies and those regulations and policies inherent to position
requirements. This is accomplished through the completion of online compliance training courses as
assigned by the agency and within the time frame designated.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this position.
• Express or exchange ideas by means of the spoken word.
• Perceive the normal range of sounds with no less than a 40-decibel loss at 500 Hz and 2,000 Hz with
or without correction.
• Visually identify and distinguish between various documents and currency with normal range of sight
having no less than 20/40 to 20/50 visions with or without corrections.
• Reach and retrieve objects outside of immediate range.
• Stand or support one and stay in an upright position.
• Raise substantial objects from lower to a higher position or moving objects horizontally from position
to position.
• Pinch or pick and maneuver small objects by whatever means but requires sedentary work such as
exerting up to 10 pounds of force 5% of the time and a negligible amount of force approximately 90%
of the time.
WORK ENVIRONMENT
The position holder is not substantially exposed to adverse environmental conditions. This position is in
an air-conditioned office setting.
Company DescriptionComegys Insurance Agency is a local, family owned, and operated insurance agency located in downtown, St. Petersburg, Florida. We are looking for a motivated, outgoing, detail oriented, customer focused, professional, team player to join our team. We offer competitive pay, health insurance, paid time off, and 401K benefits, as well as a Monday - Friday work week. This position must be in the office in St Pete.
Company Description
Comegys Insurance Agency is a local, family owned, and operated insurance agency located in downtown, St. Petersburg, Florida. We are looking for a motivated, outgoing, detail oriented, customer focused, professional, team player to join our team. We offer competitive pay, health insurance, paid time off, and 401K benefits, as well as a Monday - Friday work week. This position must be in the office in St Pete.