Account Specialist - Agency Services

Brotherhood Mutual Insurance Company•Fort Wayne, IN

1d•Onsite

About The Position

Act as a liaison between the insured, agency, and company to professionally provide superior customer service resolving any policy questions, changes, and concerns with accuracy and efficiency. Readily identify coverage needs through developing deep customer relationships and elevating industry forms knowledge. Provide support to the producer from policy issuance as outlined within the agency contract.

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.
Two years or more of combined experience in an insurance or customer service-related field is required.
Must hold or obtain the P&C agent license.
Holds or is willing to obtain CIC, CRM, CPCU, or other insurance-related designations.

Nice To Haves

Associate's degree preferred.
Previous agency experience is desired.

Responsibilities

Resolve basic questions/issues within established guidelines and workflow expectations according to authority level as a licensed agent.
Within assigned authority, evaluate, quote, classify and price new, current, and renewal policies including ancillary and broker business.
Elevate forms knowledge needed to effectively assist the agent and company in writing new business, conducting policy renewals and reviews, or processing changes.
Review policies, contracts, and all policy change requests to ensure proper account coverage.
Appropriately document all essential policy and customer information in appropriate systems.
Broaden understanding of each agent’s approach to insurance and apply judgment within company guidelines.
Expand working knowledge of Brotherhood Mutual’s industry, corporate culture, and operational structure.
Effectively prioritize and process workload to meet company service standards for agents and policyholders.
Develop an understanding of the company pricing structure/strategy to evaluate and negotiate premium increases with the underwriting department.
Perform physical and electronic document processing and delivery responsibilities as designated.
Complete other projects as assigned.