Personal Lines Service Advisor (P&C Licensed Required)

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary: Responsible for a book of business by means of servicing and cross selling personal lines accounts.

Essential Duties and Responsibilities:

• Process daily mail, including faxes and e-mail, for assigned accounts.
• Answer and process all telephone requests for assigned accounts.
• Enter all required data into TAM to maintain current file data on all assigned accounts.
• Review new applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.
• Underwriting, rating and generating new business.
• Renewal marketing including, but not limited to rating and quoting assigned personal lines risks.
• Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations as defined in the company procedures’ manual.
• Validate coverage and ratings policies, endorsements, audits, cancellations, etc.
• Maintain suspense or follow-up system for correspondence/requests.
• Prepare billings and/or invoices on a timely basis.
• Advise accounting of the appropriate posting of moneys received on assigned accounts.
• Assist in the collection of premiums and audits as defined in the procedures manual.
• Maintain up to date knowledge of the various carriers’ rating plans, programs and underwriting.
• Perform clerical functions including, but not limited to submitting and sending faxes, proofreading and photocopying documents.
• Perform any other duties as may be assigned.

Skills/ Abilities:

• Good technical knowledge of coverage in all personal lines insurance coverage
• Good verbal and written English communication skills
• Strong negotiation and problem solving skills
• Good organization and prioritizing skills
• Ability to initiate and foster client rapport

Required Qualifications: 

• Must have and maintain a current Property & Casualty Agent license for the state of Georgia.
• Two years of personal lines insurance experience

Computer Skills:

• Microsoft Office (Excel, Word, Outlook, Access)
• Familiar with TAM (The Agency Management System)
• Rating software – EZ Lynx

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.