General Description: Under general supervision, assist management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects. 
Responsibilities: • Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.• Verify, invoice, and process insurance policies, endorsements and/or claims. • Maintain accuracy and completeness of customer database on agency management system. • Process routine to complex transactions. • Process and revise draft insurance proposals or quotes.  • Proofread documents for accuracy and completeness.• Answer incoming calls.• Open, date stamp, process in-coming mail, and sort outgoing mail. • Administer claim reports. • Review expiration lists. • May issue binders, policies, and endorsements as directed.  • Create and maintain files according to policies and procedures guidelines. • Prepare or request loss summaries and/or detailed insurance summaries. • Assist in reconciliation of accounts receivable by account. 
Knowledge, Skills and Abilities:• 1 year + of customer service experience. • High school diploma or graduate equivalent degree required. • Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.  • Working knowledge of Microsoft Office suite of products. • Ability to navigate multiple computer systems and applications. Utilize search tools to find information.  • Analytical ability with high attention to detail and accuracy. • Strong verbal, written, and interpersonal communication skills.  • Strong organizational, multi-tasking, and prioritizing skills. • Ability to work effectively in a team environment and across all organizational levels.  • Ability to follow policies, procedures, and regulations.