Check with seller Surety Client Service Agent In Durham Durham

  • Location: Durham, North Carolina, United States












1.Provide information, assistance or problem resolution for participants (or their beneficiaries) within the plans.
2.Explain policies and procedures for all plans.
3.Process new and renewal business changes, including updating and maintaining information using computer automation.
4.Address and resolve client questions and issues.
5.Receive phone calls and walk in clients.
6.Maintain customer files according to procedures.
7.Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
8.Invoice premiums and assists with follow up on accounts receivables issues according to BB&T procedures.
9.Set up policy notebooks for delivery to client; assembles proposals and other presentations for client and prospect meetings.
10.Support service and production team in reaching overall agency revenue and retention goals.
11.Keep manuals and carrier information up to date and retains knowledge of carrier and industry updates.
12.Maintain renewal process and meets deadlines.
13.Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
14.Learn and masters tools used for new client development and retention.
15.Assist with all aspects of marketing as needed.
16.Take report and monitor claims (if applicable). Contact clients for collection of premiums as necessary and as according to BB&T procedures.
17.Demonstrate knowledge to order and process new business, renewals and changes, understanding the coverage’s associated with the account and the impact of the insurance program.
18.Build and maintain relationships across geographic (including international), function and business unit.
19.Preparation of client and prospect documentation with clarity and brevity.

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