4 programs jobs found in New Brighton, MN

During a six-month training program, the CSR Trainee will learn how to provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Once the program is completed, and appropriate licensure has been obtained, CSR Trainee may transition into one of our customer service roles. Job Duties and Responsibilities (Essential Job Functions) Taking direction from the Trainer, learn how to support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%) Learn how to handle calls from clients, underwriters and third parties. Learn how to advise clients regarding insurance coverage and risk management issues. Learn how to process policy changes and cancellations. Learn how to assist with claims and billing inquiries. Foster and maintain good working relationships with insurance companies and...

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions)   1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Support Sales team for new business. Research and answer calls and emails from clients, producers, carriers and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes, renewals, and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with Agency Producers and insurance company underwriters. 2. Perform annual account reviews for each assigned client (30-40%) 3. Work with existing clients to round accounts by identifying additional needs,...

Purpose of Job To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions) 1.  Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.            (30-40%) Research and answer calls regarding claims from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and payment questions. Foster and maintain good working relationships with insurance companies and underwriters. 2.  Serve as the first point of contact for policyholders reporting a claim. Procedures will be created regarding how to transfer claim calls / emails. etc. 3.  Investigate, evaluate, and process personal lines claims in accordance...

Responsible for reviewing client’s renewals, looking into premium increases, identifying any gaps in coverage or coverage errors or omissions, and remarketing accounts as needed. Job Duties and Responsibilities (Essential Job Functions)   1. Review and compare client current policies with renewal policies and investigate reasons for major increases in premium. (30-40%)   2. Advise clients regarding insurance coverages and risk management issues. Identify additional insurance needs, gaps in coverage, or incorrect/outdated information. (20-30%)   3. Requote client policies as needed or requested. Send applications/cancellation forms, issue new policies, and enter information into the agency management system as needed. (20-30%)   4. Stay up to date on carriers policies, packages, coverages, discounts and underwriting guidelines. (5-10%)   5. Report circumstances that may lead to potential or actual errors and omissions claims and/or complaints. (0-5%)   6....