Now it’s time to start your training!
As I mentioned to you before, you are the new kid on the block. No need to worry we are going to
give you all the tools so that only lasts so long. This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.
This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.
Training Index: This is what your training will consist of:
Daily To Do’s
The purpose of having YOU in this position is to help keep the client happy throughout the policy term so he can renew with us for multiple years.
CSR in general:
• Answer policy questions.
• Verify coverages.
Endorsements-Drivers:
Changes that the clients need
on their policies.
- Add/delete drivers
- Ask client if they have a copy of the MVR if not charge the client for MVR and run it.
- Ask client if they want to delete a driver.
- Receive written confirmation from insured
- Add to liability, physical damage, and cargo.
- Send receipt to operations/accounting
- Email underwriter to add driver or add through portal.
- Call underwriter to get a verbal approval. (immediately)
- Update management system.
- Drop request & confrimation emails from carrier.
- Update excel driver sheet.
Internal
Communication
Who will you be working with?
Better business Bureau ®