GENERAL PURPOSE:

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  Supports the work process necessary to provide the best commercial service possible to agency customers

ESSENTIAL DUTIES / RESPONSIBILIES:

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  Set up of new accounts. Dead out old accounts and policies


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  Process bound submissions with appropriate documents-certs, id cards, binders 


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  Maintain an accurate up to date pending transaction log 


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  Transacts monies received via mail to appropriate accounts and policies. 


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  Works with Team Lead on monitoring renewal list 


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  Request and prepare bid and performance bonds – with maintaining an up to date report status


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  Receives incoming calls and mail from insured’s to report claims and advises producer if necessary


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  Reviews exposures with clients and prospects 


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  Completes applications, quotations and prepares proposals 


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  Responsible for initial transaction of correspondence with carriers on quoting and binding of coverage on new and renewal accounts


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  Responds to clients request preferably same day or within 24 hours 


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  Assists and gathers appropriate information from clients for any policy changes 


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  Takes advantage to develop new accounts and new coverage lines for existing accounts 


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  Supports and adheres to agency goals to retain business with key companies 


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  Provides superior customer service and teamwork; and seeks to improve whenever possible

OTHER DUTIES / RESPONSIBILITIES:

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  Works as a team player with all staff 


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  Attends and participates in department meetings as well as other meetings as directed 


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  Responds to requests from insured in a timely manner 


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  Informs Account Executive or manager of all matters that may affect the performance of assigned tasks and/or overall operations of the department 


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  Participates in training to enhance knowledge and skills and remains current with industry changes


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  Performs other duties as requested 


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  May occasionally require overtime at the discretion of management

REQUIREMENTS:

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  Must have a current and valid State of Oregon Property & Casualty License