Business Support Specialist

GENERAL PURPOSE:
Business Support Specialists contribute to the growth and retention of the commercial lines department by managing policy checking, endorsement, and certificate processes. Business Support Specialists supports Business Account Managers by marketing policy renewals and performing day-to-day tasks when needed.
ESSENTIAL JOB RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Completes entries and reviews of policy information in AMS360 and ImageRight software programs in an accurate and timely manner.
• Processes renewal policies as accurately and efficiently as possible by using the resources afforded to the team.
• Manages policy and document downloads into the agency management system.
• Processes endorsements to and from the insurance carrier while following documentation guidelines.
• Processes new and renewal certificates for commercial clients while following documentation guidelines.
• Processes and submits claims to insurance carriers while following documentation guidelines.
• Creates submissions for marketing purposes for the commercial department.
• Completes online quotes with various carriers for Select Business clients.
• Completes Account Manager responsibilities including ImageRight tasks and how to route processing requests for completion.
• Pulles and indexes policy documents from insurance carriers.
• Processes inbound/outbound mail.
• Other job duties as assigned.
 

REQUIREMENTS:

Knowledge, Skills, and Ability
• Ability to learn and utilize the various software systems utilized in the agency.
• Ability to recognize and recommend problems or solutions with day-to-day processes.
• Ability to work well with others.
• Ability to use general office equipment, including a computer, calculator, typewriter, fax machine, copier, and telephone.
• Ability to learn and perform new duties and responsibilities.
 

Education or Experience
• High school diploma or equivalent required.
• Must obtain a Property and Casualty Licensure.
 

Working Environment/ Physical Activities
• General office work environment.
• Requires regular use of arms, hands, and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• Required to lift and/or move up to 10 pounds.
 

HIPAA Compliance
This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.
 

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.