Account Specialist

2 weeks ago

Fort Wayne, United States Brotherhood Mutual Insurance Company Full time

**Job Title**: Account Specialist - Agency Services

**FLSA Status**: Non-Exempt

**Job Family**: Sales

**Department**: Customer Service - Agency

**Location**: In-Office (Fort Wayne, IN)

**JOB SUMMARY**
Act as a liaison between the insured, agency, and company to professionally provide superior customer service resolving any policy questions, changes, and concerns with accuracy and efficiency. Readily identify coverage needs through developing deep customer relationships and elevating industry forms knowledge. Provide support to the producer from policy issuance as outlined within the agency contract.

**POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Elevate forms knowledge needed to effectively assist the agent and company in writing new business, conducting policy renewals and reviews, or processing changes.
- Resolve questions/issues within established guidelines according to authority level to achieve agency and department growth.
- Within assigned authority, perform the initial evaluation, quoting, classification and pricing of new, current, and/or renewal policies. Follow up with agents and insureds as necessary for underwriters.
- Collaborate and research to properly interpret, understand and communicate policy forms from a company perspective to accurately assess policy needs.
- Review and/or analyze contracts, policies, and all policy change requests to ensure proper account coverage.
- Obtain all required information to write new auto, worker’s compensation, student accident, flood, and other ancillary policies in compliance with state, agency, and company guidelines.
- Appropriately document all files.
- Expand working knowledge of Brotherhood Mutual’s industry, corporate culture, and operational structure.
- Develop an understanding of the company pricing structure/strategy to evaluate and negotiate premium increases with the underwriting department.
- Effectively prioritize and process workload to meet company service standards for agents and policyholders.
- Acquire, record, and maintain all essential policy and customer information in accordance with established guidelines and documents in appropriate systems.
- Perform document processing responsibilities as designated including ordering necessary stationery and supplies, collecting and processing physical and electronic document delivery.
- Complete other projects as assigned.

**KNOWLEDGE, SKILLS, AND ABILITIES**
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Able to maintain the confidentiality of all information related to agents, customers, and employees.
- Display strong oral and written communication skills; be able to hear clearly, speak distinctly, and be able to answer, process, and coordinate incoming contact traffic.
- Have excellent interpersonal, customer service, time management, and organizational skills.
- Demonstrate strong mathematical and problem-solving skills.
- Display a proficient knowledge of financial and billing information.
- Able to make decisions or take actions to solve a problem or reach a goal.
- Demonstrate strong multitasking and detail-oriented skills.
- Possess a working knowledge of basic computer systems.
- Possess the ability to manage job stress and pressure in order to meet required deadlines.
- Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.

**EDUCATION AND/OR EXPERIENCE**
List Degree Requirement, Years' Experience, and Certifications
- A high school diploma or equivalent is required.
- Three years or more of combined experience in an insurance or customer service-related field is required.
- Must hold or obtain the P&C agent license.
- Holds or is willing to obtain CIC, CRM, CPCU, or other insurance-related designations.
- Associate's degree preferred.
- Previous agency experience is desired.

Terms and Conditions

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

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