Job description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Morstan General Agency is seeking an Entry Level Clerk for its growing team.
Assists the Brokers & Account Executives by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance by performing the following duties.
WHO YOU ARE:
You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.
WHAT YOU’LL DO:
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Processing insurance binders and/or issuing policies, stamping the policies, and sending copies to the producer and carrier as applicable.
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Processing and stamping policy endorsements within time frames required by quality control and sending the endorsements to the producer and carrier.
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Requesting loss runs from carrier or generating them from the carrier website as applicable and creating renewal files.
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Examines such documents as application forms, inspection reports, insurance maps, and loss runs to check for accuracy, consistency with coverages quoted/bound, and forwarding the documents to the carrier as applicable.
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Follow up with producers for signed inspection recommendation compliance letters that are past due.
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Work with Brokers & team, insuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and state tax forms are obtained and filed in accordance with appropriate state laws.
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Follow up with producers on payments that are past due.
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Review indications, quotes, binders, submissions and policies for completeness and accuracy.
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Become thoroughly familiar with the use of all agency management software systems, and carrier platforms and suggest labor saving uses to the Operations Leader.
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Ordering inspections. This duty requires the ability to identify the different types of policies and the common information to request the inspection company obtain at time of inspection.
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Work with the Brokers & team to be sure the forms on the policies are the current edition dates used by each Company.
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Telephone assistance. This duty involves the ability to answer basic questions a Producer may have. If the question is too involved, refer the Producer to an Underwriter, who can help.
WHAT YOU’LL NEED:
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One-year related experience and/or training; or equivalent combination of education and experience.
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Proficient with MS Office
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Exceptional telephone demeanor
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Exceptional and professional written communication skills
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Ability to maintain a high level of confidentiality
WHAT WE OFFER:
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Excellent growth and advancement opportunities
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Potential for discretionary bonuses
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Paid time off
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Generous benefits package: health, dental, vision, 401(k), etc.
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Employee Stock Purchase Plan
WHO WE ARE:
Morstan General Agency, one of the largest members of Bridge Specialty Group, provides customized solutions for all our customers’ insurance needs.
Experience and relationships matter. Our highly trained professionals have built the reputation within the insurance marketplace as being able to find comprehensive coverage at competitive rates.
We now service over 4,000+ retail customers through our commercial, personal, workers’ compensation, and professional business segments. Additionally, we proudly represent many admitted and non-admitted insurance companies to provide access to markets that would otherwise be beyond reach.
Our team of 175 professionals fully embodies the Morstan pillars of growth, strength, and determination. To date, our team has brought in over $450 million in annual gross written premium for our customers.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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