Account Service Representative, P&C

Unison Risk Advisors • South Bend, IN

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About The Position

As a majority employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge. Our Core Values are lived in our business and our culture is fueled by them. Create a Great Experience Do the Right Thing Play for Each Other Pursue Growth Own Your Future The Account Service Representative is an integral part of Gibson’s Commercial Risk Management (CRM) Practice. This individual is responsible for creating an excellent internal experience and supporting the client experience by performing maintaining the agency management database and handling administrative tasks as directed.

Requirements

• High school diploma or equivalent
• Current Property & Casualty license, or the ability to attain within the first 60 days of employment
• 1+ year working in a client service role with an agency setting or formal education within the insurance, employee benefits, or financial services industry is preferred

Nice To Haves

• Love marking tasks off a to-do list
• Excel at prioritizing competing demands and proactively managing your workload
• Are driven to meet deadlines
• Have a knack for thorough documentation
• Enjoy working in a fast-paced, team environment
• Enjoy working "behind the scenes" to support the client service team
• Exhibit patience, determination, and persistence in troubleshooting client issues

Responsibilities

• Providing quality service through completion of account-related tasks.
• Following-up on outstanding policy and policy-related documents. Ensuring all contingencies are cleared in order to receive documents and working with client service team to clear open contingencies.
• Issuing certificates and proofs of insurance as requested. Confirming coverage needs or coverage gaps with client service team. Communicating as appropriate with client, service team, and carrier.
• Assisting service team in processing questions related to policy and endorsement processing.
• Ensuring accuracy of carrier documents
• Conducting research within file documentation
• Thoroughly documenting tasks and relevant interactions in our agency management system
• Informing client service team of developments or roadblocks in completion of duties.
• Performing other duties and special projects as assigned.
• Acting as a backup to team personnel as needed.
• Maintaining positive attitude; responding promptly; and ensuring high-quality Gibson Experience.
• Maintaining confidential information.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED