Account Representative - Agency Services

Brotherhood Mutual Insurance Company•Fort Wayne, IN

21h•Onsite

About The Position

Act as a liaison between the insured, agency, and company to professionally provide superior customer service resolving any policy issues and concerns with accuracy and efficiency within scope of authority in a manner that maintains and enhances agent and customer loyalty and satisfaction.

Requirements

Able to maintain the confidentiality of all information related to agents, customers, and employees.
Display strong oral and written communication skills; be able to hear clearly, speak distinctly, and be able to answer, process, and coordinate incoming contact traffic.
Have excellent interpersonal, customer service, time management, and organizational skills.
Demonstrate strong mathematical and problem-solving skills.
Display a proficient knowledge of financial and billing information.
Able to make decisions or take actions to solve a problem or reach a goal.
Demonstrate strong multitasking and detail-oriented skills.
Possess a working knowledge of basic computer systems.
Possess the ability to manage job stress and pressure in order to meet required deadlines.
Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.
A high school diploma or equivalent is required.
Minimum of one year of general office or customer service experience required.

Nice To Haves

Willing to obtain insurance-related designations.
Previous customer service, insurance agency, or clerical experience is desired.
Persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

Responsibilities

Respond as the first point of contact for all insured and agent communications regarding all service requests and delegate workflow appropriately.
Within assigned authority, perform non-licensure requests (initial evaluation, classification, and pricing of renewal policies); obtain all required application and exposure information requested by internal and external underwriters.
Appropriately and accurately review, record, process and maintain all essential policy and customer information and documents in accordance with established documentation guidelines and within appropriate systems.
Verify new policy coverage and present policyholders with appropriate proof of coverage paperwork.
Perform physical and electronic document processing and delivery responsibilities as designated.
Maintain document processing inventory and resources.
Develop a basic understanding of each contracted agency’s approach to insurance and apply judgment within company guidelines.
Effectively prioritize and process workload to meet company service standards.
Develop a working knowledge of Brotherhood Mutual’s corporate culture, and operational structure.
Coordinate and complete special agency communications and projects as needed.
Work as a team member to achieve department goals and overall company goals.
Maintain confidentiality of all information related to clients, customers, and employees.
Complete other projects as assigned.