Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

How You Will Contribute:

• Issue Certificates of Insurance & Evidence of Property

• Request Loss Runs from carrier or online

• Process and Policy Checking for all renewal policies, including mailing to insured

• Pre-Renewal Checklists to assist Account Service Managers/Select Agent with renewal marketing process, including preparing applications and proposals.

• Responsible for follow-up on Direct Bill renewals prior to month-end

• Responsible for issuing all carrier on-line endorsements

• Process all endorsements received for accuracy and mail to insured.

• Follow-up on Endorsement Requests as direction of Account Service Manager

• Request Additional Information from Insured (driver information, updated renewal information, follow-up voluntary audit forms, recommendations made by loss control, etc.)

• Assist with day-to-day account management — endorsements, claims

• Build and Maintain Client Relationship, phone, email and meeting contacts

• Complete and submit Loss Notices, Mail Claim Follow-up to Insured; follow-up on all open claims and process all claims documentation.

• Complete check requests payable to Insured at request of ASM for return premium endorsement, audit, and overpayment of premium and mailing to insured.

• Ensure that actions protect the Agency from claims of liability for errors or omissions and that all tasks are professionally performed.

Licenses and Certifications:  

• 4-40 Customer Service Representative License preferred

Skills & Experience to Be Successful:

• High School diploma required

• Proficient with MS Office Suite

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality

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Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.