Lee & Mason Financial Services, Inc. has over 50 years of experience providing collateral protection insurance solutions for financial institutions. Our customer base is almost exclusively community banks, credit unions and finance companies. Key lines of business are: Blanket Lender’s Single Interest (LSI), Gap Coverage, Insurance Tracking, Lender-Placed Mortgage Hazard Coverage, Flood, Blanket Mortgage Hazard and Mortgage Impairment protection.

We are looking for a full time employee to join our Louisville, KY office as part of an evolving and growing sales/support department.

Customer Service Representative

Marketing

  • Review applications and solicit new/renewal quotations from carriers
  • Prepare quotes and comparison
  • Sales support for 2-3 internal producers as part of a marketing pod
  • Create marketing packets and supply information to new and renewal leads
  • Maintain effective communication with internal/external agents, clients and carriers

Service

  • Review and Prepare new / renewal policies
  • Request and process endorsements and cancellations
  • Generate premium invoices and complete internal accounting worksheets
  • Maintain agency manager system with accurate policy and activity details
  • Special projects and other functions as requested

Education

  • Property & Casualty insurance license
  • 2-3 Years Commercial Lines experience 
  • Working knowledge of agency management systems
  • Word, Excel and Adobe proficiency required. 

If interested, please contact:  Donna Hulsman at dhulsman@leeandmason.com or 502-894-0899 ext #2319.

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PIA of Kentucky
107 Consumer Lane
Frankfort, KY 40601

Phone: 502-875-3888
Fax: 502-227-0839

Email:Click Here to Email Us

 

 
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