3 insurance service representative jobs found in Orange

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Associate Account Manager  to their  SIP Insurance  team in Orange, CA .  Job Summary: Handle and process new and renewal commercial lines business and claim inquiries. Initiate cross-sell opportunities from the existing book of business and develop new client sources when possible. Provide in-house customer service support to commercial lines customer service representatives. Essential Functions: • Input customer applications into the agency management system using carrier rating applications. • Assemble applications, schedules, loss runs, photos, appraisals, and other supporting documentation for submission to insurance carriers for policy issuance. • Review new and renewal policies for accuracy in rating, coverage, and policy details. Ensure policies are delivered or mailed to clients. Advise the service representative...

Description Works independently and autonomously on all but the most complex accounts/cases (subject to required process oversight). Underwrites policies within underwriting authority. Makes decisions on whether to accept business by making analytical, data-driven decisions based on data and information provided, including pricing the risk. In parts of North America more likely to underwrite complex/unusual policies - or those of high individual line size - policies assessed will focus on those of high complexity and/or larger size. Responsibilities Manages portfolio of brokers/agents & clients. Leverages market presence and expertise to develop and underwrite profitable business, acting as a representative for Liberty. Has relationships with senior/market-leading brokers and/or key agents. Maintains a strong market presence, including established relationships with agents and brokers. Looks to strengthen these relationships and develop new ones....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. SUMMARY: Provide data entry and clerical support for CalSurance. ESSENTIAL DUTIES & FUNCTIONS:   include the following.  Other duties may be assigned. Data entry, specifically Outside Coverage Tracking and Anti-Money Laundering certifications for the National Life Group Sponsored Program. Update Ardent files using a member identification number and or national producer number. Each Ardent file for NLG, enter carrier, limits of liability, policy period, certificate received, and retention/deductible information updated. If information is not provided accurately, issue an email using a 10-day pending template. When responses are received with correct information, update the file as previously mentioned. Further training instructions are given for AML certifications, all documents are to be filed and or updated in Image...