• Only those lawfully authorized to work in the designated country associated with the position will be considered.
• Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.
• Only local candidates from Southfield, MI area but will Remote.
• The Senior Customer Service Representative / Underwriting Associate (SCSR) serves as the primary contact for our insurance agency clients and handles the placing of bond, crime, windstorm, flood, cyber and other insurance coverages in the standard insurance marketplace.
• The SCSR also serves as the primary contact person for self-insured property / casualty and workers’ compensation pool clients handling their day-to-day customer service and basic underwriting needs.

ESSENTIAL JOB RESPONSIBILITIES :

• Insurance Agency
• Places miscellaneous ancillary lines policies (Bonds, Crime, Windstorm, Flood, Cyber Coverage, Pollution Liability, etc.

for Pools and stand-alone accounts

• Reviews / completes applications and submits to appropriate markets
• Processes policy change requests
• Maintains / Follow-ups on outstanding items needed from clients or insurance carriers
• Provides premium quotations to clients for new and renewal policies
• Creates and sends proposals
• Invoices all policies and endorsements
• Processes company and customer inquiries and incoming correspondence
• Reviews expirations and prepares policy renewal notices
• Processes preliminary claims notices between Insurance carriers and clients
• Maintains all work in AMS 360
• Files Surplus Lines taxes and Stamping Office fees and maintains the appropriate files and logs for annual tax filings

Client Pooling

• Serves as the primary contact for self-insured pool member clients day-to-day customer service and basic underwriting needs
• Maintains current underwriting exposures in Pool underwriting system(s) for all clients (e.g., amendments adding vehicles, property, etc.)
• E-mails and / or prints, assembles and mails member policies
• Issue verification of coverage (certificates) for all lines of coverage
• Coordinates and conducts contribution audits for self-insured pool clients
• Coordinates, collects, and processes self-insured pool member renewal updates including exposures, financial statements, warranties, MCP election forms, poor driver forms, etc.
• Processes DWC notices for self-insured pool member clients
• Enters property & auto schedule exposures into systems to facilitate individual pool proposals
• New member account set-up in underwriting and AMS systems
• Co-manages team e-mail accounts
• Processes daily and annual MVR’s
• Reconciles and processes monthly invoices and quarterly billings from vendor for MVR’s

General

• Documents / inputs all phone calls, e-mails, correspondence and any other documents into AMS within 1 business day of receipt / making / sending or as otherwise agreed to in procedures
• Performs other duties as assigned

EDUCATION :

High School Education or Equivalent, with some college preferred

EXPERIENCE :

• 9 years insurance experience preferred
• Prior experience in an agency environment preferred (utilization of an agency system preferred)
• Minimum 5 years of commercial property / casualty customer service representative experience, preferably including workers’ compensation, liability and property within the standard market and public entity arena
• Intermediate-level knowledge of Microsoft Office Word
• Intermediate-level knowledge of Microsoft Excel

LICENSES

Hold a General P / C agent license or able to obtain soon

SKILLS / ABILITIES

• Strong customer service, organizational and prioritization skills
• Ability to multi-task and change direction / focus quickly
• Highly organized and attentive to detail.
• Proficient with contact management / underwriting / agency systems, preferred
• Ability to type a minimum of 40 words per minute and 10-key by touch
• Ability to work independently and within a team environment
• Alpha / numeric filing skills
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations;

ability to write reports, business correspondence, and procedure manuals; ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume;

ability to apply concepts of basic algebra and geometry

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists;

ability to interpret a variety of instructions furnished in written, oral, diagram, or scheduled form

• Ability to lift up to 25 pounds
• Must have close vision (clear vision at 20 inches or less)
• Pleasant demeanor and comfortable interacting with co-workers and clients at all levels, including senior executives and external clients.
• Strong problem solving skills; resolves issues in a timely manner.
• Demonstrates dependability by consistently arriving at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.

Critical Behaviors

• Demonstrated self-management with a focus on meeting and / or exceeding goals through measurable results
• Effectively creates and follows-through with a plan or task without prompting direction from others
• Exhibits a willingness and ability to provide accurate, timely and cost effective services to external and internal customers through empathetic communication and commitment to the company mission
• Continuously participates in the development of an effective team environment that expands the potential and productivity of the organization
• Demonstrates knowledge of the techniques, processes, equipment and skills required to do the job, which allows for effective contribution to the organization
• Thoughtfully reviews processes and structures for opportunities to improve service delivery
• Reliably completes work on time; adheres to team attendance policies
• Demonstrates effective self-management with a focus on achieving results through building relationships, recognizing opportunities, preventing crises and adapting plans to meet the company’s mission values and goals
• Employs flexibility to adjust approach / actions to meet changing needs and deal with different people. Deals effectively with competing demands and pressures
• Demonstrates the ability to select and implement appropriate options / actions to achieve objectives
• Demonstrates the ability to adhere to Client’s core values to exemplify appropriate principals and morals
• Effectively chooses to operate in a manner that demonstrates and reinforces the underlying philosophy of the Client Corporate Culture to both our internal and external clients
1 day ago