Customer Services / Marketing Liaison
Roberts Family Insurance
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.- Process and record new insurance policies and claims.- Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.- Correspond with insured or agent to obtain information or inform them account status or changes.- Collect initial premiums and issue receipts.- Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.- Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts- Notify insurance agent and accounting department of policy cancellation.- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.- Calculate premiums and establish payment method.- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.- Perform administrative tasks, such as maintaining records and handling policy renewals.- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.- Review company records to determine amount of insurance in force on single risk or group of closely related risks.