Commercial Insurance Service Assistant

Wagner Insurance • The Woodlands, TX

3d • $45,000

About The Position

The Commercial Customer Service role is crucial to Wagner Insurance as it partners with our Account Managers to provide efficient and effective service to our clients, ensuring their data is accurate and that COIs are promptly provided to meet their needs. This role is essential for driving the company's success through customer retention and sales, reflecting the organization’s core values.

Requirements

• High School Diploma
• Texas Property and Casualty License (required)
• 1 or more years of customer service experience in commercial insurance
• 1 or more years of Certificate of Insurance experience
• Exceptional customer service and problem-solving skills
• Collaborative Team player with a confident and mature attitude
• Knowledgeable in all business insurance products with strong business acumen
• High emotional intelligence, ability to build rapport quickly, and establish trust
• High responsiveness and follow-through with excellent communication and interpersonal skills
• Ability to accurately work within insurance software to add, review, and update and review customer data

Nice To Haves

• Applied EPIC experience preferred

Responsibilities

• COI Processing (70%) Process COIs and provide necessary documentation to the requestor within 24 hours
• Process COIs and provide necessary documentation to the requestor
• Process state COIs as required
• Enter claims, NOC, and alert actions following completion of requirements with documentation scanned and noted in Agency Management System (AMS).
• Assist in the renewal process, including gathering required documents and uploading them into the AMS
• Review completed business paperwork for compliance with guidelines
• Order and track loss run requests
• Provide Account Manager backup as required
• Document coverage discussions, quotes, declinations, client changes, and coverage changes in AMS
• Promptly and accurately interact with clients and team to prevent error and omission claims
• Identify insurance needs, gaps in coverage, loss exposure, and cross-selling opportunities alert AMS to recommend appropriate coverages
• Request referrals from customers and associates and respond to the referrals in a timely manner
• Complete additional tasks and projects assigned
• Attend daily, weekly, and monthly staff meetings

Benefits

• Competitive salary and benefits package.
• Professional growth and development opportunities.
• A supportive and collaborative work environment.
• Access to Company assets: Company laptop and/or desktop computers.

What This Job Offers

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