Account Service Representative, P&C

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!

As a majority employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.

Our Core Values are lived in our business and our culture is fueled by them.

Create a Great Experience
Do the Right Thing
Play for Each Other
Pursue Growth 
Own Your Future
 

The Account Service Representative is an integral part of Gibson’s Commercial Risk Management (CRM) Practice. This individual is responsible for creating an excellent internal experience and supporting the client experience by performing maintaining the agency management database and handling administrative tasks as directed. 

In this role, you will contribute to the team by:

·         Providing quality service through completion of account-related tasks. 

·         Following-up on outstanding policy and policy-related documents. Ensuring all contingencies are cleared in order to receive documents and working with client service team to clear open contingencies. 

·         Issuing certificates and proofs of insurance as requested. Confirming coverage needs or coverage gaps with client service team. Communicating as appropriate with client, service team, and carrier.  

·         Assisting service team in processing questions related to policy and endorsement processing.

·         Ensuring accuracy of carrier documents

·         Conducting research within file documentation 

·         Thoroughly documenting tasks and relevant interactions in our agency management system

·         Informing client service team of developments or roadblocks in completion of duties.  

·         Performing other duties and special projects as assigned.

·         Acting as a backup to team personnel as needed.

·         Maintaining positive attitude; responding promptly; and ensuring high-quality Gibson Experience. 

·         Maintaining confidential information.

You might be a great fit for this role if you:

·         Love marking tasks off a to-do list

·         Excel at prioritizing competing demands and proactively managing your workload

·         Are driven to meet deadlines

·         Have a knack for thorough documentation

·         Enjoy working in a fast-paced, team environment

·         Enjoy working "behind the scenes" to support the client service team

·         Exhibit patience, determination, and persistence in troubleshooting client issues

Required:

·         High school diploma or equivalent

·         Current Property & Casualty license, or the ability to attain within the first 60 days of employment

·         1 year working in a client service role with an agency setting or formal education within the insurance, employee benefits, or financial services industry is preferred

About Gibson:

We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.

Here are some noteworthy facts about Gibson:

• Founded in 1933
• Majority Employee-Owned
• Business Insurance Top 100 U.S. Broker
• Designated as one of the Best Places to Work
• Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT
• A member of the Unison Risk Advisors platform of companies
• Comprehensive benefit offering available to chose from