Job Description
SUMMARY
Responsible for assisting clients with service needs and making changes to existing accounts.
ESSENTIAL DUTIES
The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.
Assists clients with service needs and making changes to existing accounts
Pre-qualifies new business according to agency guidelines
Assists clients with making changes to existing coverage in an automated environment supported by transactional filing
Determines appropriate billing methods for each client, and applies it accordingly
Informs and educates clients about policy coverage, changes, exclusion and insurance needs
Provides technical support to Producers to benefit clients and to reach the agency’s overall business goals
Prepares proposals and completes applications in cooperation with Producers and account executives
Submits applications to eligible and appropriate carriers, and ensures that all paperwork is filled out and files appropriately and timely
Responds to client’s needs by producing binders, certificates, policies, endorsements and other related items
Actively seeks out referrals from current client base, and follows up to generate new business
Works to retain existing business by preparing summaries of insurance, schedules and proposals as needed for account review, remarketing renewals, contacting clients, creating renewal proposals and other renewal activities performed in conjunction with the Producers
Participates in job specific training and other various Bank training programs, as necessary
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Bachelor’s degree (equivalent experience in service industry may be substituted for college degree requirement)
Licensure in Property/Casualty and/or Life/Health insurance or be able to get license within 1 month of hire
One to three years of prior experience with insurance rating and underwriting procedures or similar experience
Knowledge of insurance products and usages, rating procedures, industry operations and insurance markets are a plus
Excellent math skills, PC, typing 40-50 wpm, 10 key calculator, telephone, word processing and spreadsheet software
Good customer service, team-working, organizational, interpersonal and verbal communication skills
Attention to detail, accuracy and mental concentration for accurately performing tasks with frequent interruptions
The position requires the ability to sit in front of a computer for long periods of time which may cause visual strain
Bilingual in English and Spanish is desired
ORGANIZATION
This position reports to the Office Manager
This position does not oversee other positions
TRAINING REQUIREMENTS
All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal company laws and regulations, including internal company policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.
COMMUNITY INVOLVEMENT
Lone Star Insurance Services’ Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for company sponsored activities, civic, charitable and community events and to be active in the communities we serve.
LSIS is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, *** (including pregnancy), ****** orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.
Management reserves the right to change this position description at any time according to business needs.
Responsible for assisting clients with service needs and making changes to existing accounts.
ESSENTIAL DUTIES
The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.
Assists clients with service needs and making changes to existing accounts
Pre-qualifies new business according to agency guidelines
Assists clients with making changes to existing coverage in an automated environment supported by transactional filing
Determines appropriate billing methods for each client, and applies it accordingly
Informs and educates clients about policy coverage, changes, exclusion and insurance needs
Provides technical support to Producers to benefit clients and to reach the agency’s overall business goals
Prepares proposals and completes applications in cooperation with Producers and account executives
Submits applications to eligible and appropriate carriers, and ensures that all paperwork is filled out and files appropriately and timely
Responds to client’s needs by producing binders, certificates, policies, endorsements and other related items
Actively seeks out referrals from current client base, and follows up to generate new business
Works to retain existing business by preparing summaries of insurance, schedules and proposals as needed for account review, remarketing renewals, contacting clients, creating renewal proposals and other renewal activities performed in conjunction with the Producers
Participates in job specific training and other various Bank training programs, as necessary
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Bachelor’s degree (equivalent experience in service industry may be substituted for college degree requirement)
Licensure in Property/Casualty and/or Life/Health insurance or be able to get license within 1 month of hire
One to three years of prior experience with insurance rating and underwriting procedures or similar experience
Knowledge of insurance products and usages, rating procedures, industry operations and insurance markets are a plus
Excellent math skills, PC, typing 40-50 wpm, 10 key calculator, telephone, word processing and spreadsheet software
Good customer service, team-working, organizational, interpersonal and verbal communication skills
Attention to detail, accuracy and mental concentration for accurately performing tasks with frequent interruptions
The position requires the ability to sit in front of a computer for long periods of time which may cause visual strain
Bilingual in English and Spanish is desired
ORGANIZATION
This position reports to the Office Manager
This position does not oversee other positions
TRAINING REQUIREMENTS
All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal company laws and regulations, including internal company policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.
COMMUNITY INVOLVEMENT
Lone Star Insurance Services’ Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for company sponsored activities, civic, charitable and community events and to be active in the communities we serve.
LSIS is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, *** (including pregnancy), ****** orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.
Management reserves the right to change this position description at any time according to business needs.
💡 Quick Summary
Seeking a career-building opportunity? The Client services agent I position is now open for candidates interested in the Back Office Jobs sector. This role in Atlanta offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
