KFSA INSURANCE, LLC
Job Description
Job Title:Commercial Service Agent (CSA)
Department: Insurance Operations/Trucking
Reports To:Regional Manager
FLSA Status: Non-exempt
Prepared By: ProValue, LLC
Prepared Date: February 2013
Summary
This position is responsible for providing insurance and other services to our existing customers and new customers with special emphasis on trucking lines of insurance. This position may also market products and services to new and existing accounts. This position works closely with the Commercial Account Managers/Producers of the company.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Prepare schedules, reports and applications.
Assist in preparation of renewals and new business quotes.
Maintain and update policy information on system.
Send information to company underwriter to issue new and renewal policies.
Issue policies, binders and invoices and send to clients with a high level of accuracy.
Assists in the preparation of materials for presentations done by the Commercial Account Manager/Producer.
Check policies upon arrival for accuracy.
Answer customer’s questions and concerns promptly.
Maintain good relationships with clients, fellow employees and insurance company personnel.
Assist accounting department with any concerns about billing situations.
Review incoming mail.
Participate in continuing education toward professional designations and attend other insurance workshops and seminars as required to maintain a good knowledge of insurance products and issues.
Have a good knowledge of all insurance policies and bonds offered to KFSA clients.
Keep informed and comply with all company policies and procedures as outlined in company handbook.
Any other duties specifically assigned by supervisors.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED); one to three months related experience and/or training are helpful but not required.
Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to communicate effectively with customers or employees of organization.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
To perform this job successfully, an individual should have knowledge of Microsoft Excel spreadsheet software, Microsoft Word word processing software, and Microsoft Outlook time management software. Knowledge in Clouds and CD-One is helpful but not required.
Certificates, Licenses, Registrations
Life & Health Agent's License (willing to obtain)
Property & Casualty Agent's License (must be willing to obtain)
Certified Insurance Service Representative (CISR) and Certified Insurance Counselor (CIC) designations (not required, but helpful)
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must be able to lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
,,DISCLAIMER
This Job Description indicates the general nature and level of work expected. It is not designed to cover every activity, duty or responsibility required of the employee.
This job description in no way alters “employment-at-will” and is not a guarantee of employment now or in the future. I agree that I can perform the job described as stated above and am able to work in theseconditions.
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