Account Specialist I - Affiliates

Brotherhood Mutual Insurance CompanyFort Wayne, IN
Onsite

About The Position

Responsible for delivering exceptional customer support through service enquiries, new business on-boarding, and policy renewals.

Requirements

  • Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity.
  • Must have effective interpersonal and telephone skills.
  • Strong organizational and prioritization skills are essential.
  • Must possess proficient computer skills.
  • Must be able to strictly guard confidential information.
  • Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.
  • Must uphold the company’s image and professional standards in all interactions with agents, customers, and employees.
  • Must have a high school diploma.
  • A minimum of one year of experience in general business, insurance, or a related field is required.
  • Must hold or be willing to obtain the P&C or L&H agent license.

Nice To Haves

  • 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

  • Ensure timely and accurate policy renewals, process policy changes & identify and communicate coverage needs with existing clients or agents via phone, or email.
  • Demonstrate procedural knowledge needed to respond to routine questions via phone and email from client or agent inquiries and resolve issues in a timely manner.
  • Accurately document account and policy information across multiple systems in accordance with procedural guidelines.
  • Address billing inquiries and assist with claims for clients via email and phone.
  • Learn and maintain knowledge of insurance coverage and forms relating to products.
  • Work as a team member to achieve department goals and overall company goals.
  • Must maintain a flexible attitude and a drive to achieve deadlines.
  • Complete other projects as assigned.
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