Insurance Clerk - Property & Casualty Insurance License

Company: AppleOne
Location: Shreveport
Posted on: March 15, 2023

Job Description:

Position Summary: Daily servicing of clients will include addressing various coverage issues and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding policies. Job Responsibilities: 1. Build and maintain relationships with clients. 2. Provide consistent, accurate, and timely communication to clients through verbal and written correspondence. 3. Conduct face to face meetings with the clients as necessary. 4. Inform and educate clients about coverage, exclusions and exposures, document electronic files accordingly. 5. Respond to clients--- needs by producing binders, certificates, policies, and other related items. 6. Maintain client files in Agency Management System and Document Management System 7. Process daily incoming mail via the Document Management System. 8. Know the underwriting and rating procedure for all types of personal lines policies. 9. Quote and sell personal line policies. 10. Prepare applications, submit them to insureds and carriers, obtain clients--- signatures on all applications, and follow up to ensure timely responses. 11. Renew policies by agency standards. 12. Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures. 13. Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines. 14. Assists in streamlining work flow procedures and developing training manuals as needed. Professional Certifications: ? Louisiana P & C license --- preferred (if not, then must be obtained within 90 days of hire) Work Experience: ? At least one year of experience in personal insurance Education: ? College degree preferred but not required Skills and Abilities: ? Strong attention to detail and accuracy ? Strong written and oral communication skills ? Knowledge of computer operation and software; ability to learn agency management system and document management system. ? High degree of self-discipline and motivation ? Demonstrated ability to work well with people ? Well-groomed and professional appearance ? Strong technical knowledge ? Ability to make decisions without assistance ? Demonstrated knowledge of work flow procedures in account handling Special Job Conditions: Environment in which constant deadlines exist with significant telephone and work-related disruption



AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.



For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.



If you believe you need a reasonable accommodation due to a disability or health condition in order to search for a job opening or to apply for a position, please contact your staffing representative who will reach out to our HR team.



AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

Keywords: AppleOne, Shreveport , Insurance Clerk - Property & Casualty Insurance License, Other , Shreveport, Louisiana