This position helps maintain a high level of client service and satisfaction by providing prompt, accurate and courteous service through excellent verbal and written communication skills to all insurance agency clients. Tasks performed will be a variety of routine and semi complex duties.
Essential Duties and Responsibilities:
Day to day responsibility for answering phones and properly routing calls. Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines. Attaching of carrier transactions into our agency document management system each day for both commercial and personal clients. Recording and reporting insurance claims, ensure proper documentation, and follow up as necessary. Responding to carrier memos in relation to inspections, surveys, and appraisals for both new business and renewal business. Participate in courses for insurance/sales skills and keep current with industry trends. Undertakes special projects relating to departmental services as assigned. Responsible for areas of compliance as it relates to this position. Undertakes special projects relating to departmental services as assigned.
This job does not have supervisory responsibilities.
Education and/or Experience:
High school diploma or general education degree (GED); and 6 months to 1 year related experience and/or training; or equivalent combination of education and experience.
Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
Excellent time management, organizational and verbal and written communication skills
High degree of self-motivation and self-direction
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Ability to define and solve intellectual and practical problems and deal with variety of variables in situations. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
Certificates, Licenses, Registrations:
Property and Casualty license is required or must be obtained in the near future.
Knowledge of Insurance Software.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee is rarely required to climb or balance, stoop, kneel, crouch or crawl.
While performing the duties of this job, the employee may rarely lift up to 25 lbs.
While performing the duties of this job, the employee is required to have close vision of 20 inches or less.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
This classification description is intended to indicate the general kinds of tasks and levels of work difficulty that are required of positions given this title and should not be construed as declaring what specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct and control the work of employees under their supervision. The use of a particular expression or illustration describing duties not exclude other duties not mentioned that are of a similar kind or level of difficulty.
Wayland Location - Wayland, MI
Full Time Regular
$16.00 - $20.00 Hourly