Commercial Policy Services Rep
Summary
The Commercial Policy Services Rep position falls under the umbrella of the Commercial Auto Underwriting team and maintains underwriting responsibilities. It is an underwriting position; however, this position is not responsible for conducting the formal new business review of policies after they have come in the door.
Responsibilities
- Answer inbound calls from agents and insureds.
- Have a firm understanding of company’s policy language, coverage offerings and acceptability, and guidelines to best answer questions and concerns from our agent partners and insureds.
- Our agent partners process endorsement changes/cancelations/etc., so calls from insured’s looking to make changes are referred to the agent.
- Assist in walking agents through processing changes in the system as needed.
- Quote review.
- Fully review quotes (upon request from agent, prior to binding) to verify the quote is rated and entered accurately.
- Give guidance and process corrections where/when applicable.
- Review daily ‘tasks’ for correctness and make changes where applicable.
Tasks include, but are not limited to:
- Endorsement Review
- Driver adds/deletions, vehicle adds/deletions, coverage changes, etc.
- Cancelations
- Review cancelation requests to make sure they are handled in a timely manner and compliant with state and federal guidelines.
- Messages and emails
- Agents can contact us through messages on specific policies or sending an email directly. These forms of communication also need to be handled in a timely manner.
- Document Review
- Review documentation provided by agents/insureds to verify acceptability as they pertain to discounts and other items.
