Underwriting Assistant - Client Services

Capital Insurance Group•Reno, NV

58d•Hybrid

About The Position

The Underwriting Assistant CL Ag Client Services is responsible for fulfilling the Companys service objectives for Commercial Ag Lines by providing prompt, accurate and courteous service to agents, policyholders, and business partners concerning policy transactions, renewals, customer inquiries, and requests for information. Utilizing the Companys automated systems, the Underwriting Assistant will respond to inquiries concerning policy transactions, renewals, policy coverage, premium billings and payment status, basic policy information, and coverage questions. The Underwriting Assistant will have an individual level of underwriting authority as assigned by Commercial Ag Client Services Management. This person may be required to hold a current Property & Casualty license. This position represents the front-line of customer service and customer perceptions and is critical in demonstrating the Companys commitment to complete customer satisfaction. The Underwriting Assistant handles the most complex transactions in CL Ag Client Services.

Requirements

Equivalent of a high school diploma. Associates Degree or higher preferred.
May be required to hold a valid Property & Casualty license in the state of residence and maintain ongoing insurance continuing education courses.
As needed or required, may secure P&C licenses in other states.
Possess two to five years of work experience within the insurance industry in Commercial or Ag Lines.

Responsibilities

Process renewals, endorsements and other transactions as needed to meet the needs of the Client Services department. Complete pre-renewal reviews as assigned. Document the transactions as directed by department procedures.
Understand Commercial and Ag policy forms, coverages, and processes as assigned.
This position responds to incoming calls through the Companys automated-calling system and requires active listening skills to assess customer needs, inquiries, and information. The incumbent must identify the nature of the call, assist the caller by completing policy transactions, determine appropriate coverage, and respond to payment, billing, and policy inquiries. Calls of a complex or technical nature may need to be referred to a Lead, Supervisor, appropriate department or business function for assistance and resolution.
Accept payments over the telephone per billing system mandates and Company financial guidelines. Substantiate receipt of payment and confirm payment verification to the policyholder or agent.
Respond to agents, policyholders, and business partners concerning CIG billing policies and procedures.
Maintain accurate documentation of all customer inquiries by noting CIG systems according to Client Services processes. Document all pending issues and service actions for follow-up as required by Client Services processes.
May perform outbound-calling activities and conduct customer surveys to determine customer satisfaction, verify policy information, or update customer history information, as deemed necessary to fulfill the department service objectives and the delivery of quality customer service. In addition, the Underwriting Assistant may perform systematic calling initiatives that increase or enhance the customer relationship as well as provide enhanced benefits for the customer, as directed by Client Services Management.
Job description is not prescriptive, but rather a guide as to the duties and responsibilities you will have, however it is not limited to the listed above.

Benefits

Accrue twenty-one days of Paid Time Off during your first year
Up to eighty-seven percent of benefits covered by CIG for you and your family members
Medical, dental, vision plans
One hundred percent covered plans
Basic Life & AD&D
Employee Assistance
Leave Management
Long Term Disability
Short Term Disability (Outside of CA)
Family Caregiver Support (Homethrive)
Child Care Resources (Tootris)
Business Travel Accident Protection
Voluntary benefit offerings
Short-term (CA only)
Voluntary Life AD&D self, spouse and child plans
Flexible Spending
Health Savings (HSA)
Hospital Indemnity
Accidental Injury
Critical Illness
ARAG Legal Services
Norton LifeLock
Nine paid holidays, plus two floating holidays
Above and Beyond Reward Recognition Program
Kudos & Shout Out Points Program
Quarterly Above and Beyond Bonus Program
Annual Above and Beyond Bonus Program
Competitive compensation
Base compensation
Salary Management Spot Bonuses
Annual Incentive/Profit sharing program, potential payout annually based on company results.
Discount partnerships
Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more
Insurance Educational reimbursement and bonus programs
Employee Referral Bonus Program
Home and Auto Insurance Discount Program.
Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you!
Retirement savings benefit (401k and Roth + match)
Health & Financial Wellness
Wellness platform, tools and events
Health Savings Account match
Financial Wellness Resources