Commercial Insurance Operations Support Associate

2 weeks ago

Phoenix, United States CSAA Insurance Group Full time

We're Mobilitas, a commercial insurance company created by CSAA Insurance. Our mission is to reinvent commercial insurance in the mobility space by providing technologically advanced solutions for today’s way of doing business. At Mobilitas, we believe in what's possible, we use our inventive skills to create new opportunities - we're not chasing the status quo, we're chasing a shared vision. We’re looking for motivated, innovative individuals who think big, move fast and are dedicated to creating a company from the ground up, without the constraints of a traditional insurance company. We’re excited to push the boundaries of commercial insurance and are looking for enthusiastic team members to help us reimagine insurance. We are actively hiring for a Commercial Insurance Operations Support Associate

**Your Role**:
As an Operations Support Associate within our Operations Support team, you will be responsible for providing operational, technical, and administrative and support for our Operations, Billing, Underwriting, Product, and Business Development teams. Your work will include, but is not limited to, undertaking general office administrative support, entering and managing data/information, assisting in servicing client accounts, and other duties assigned by the Senior Director of Commercial Operations. This is an exciting time to join and grow the Operations team as one of our first Operations Support Associates. As part of the development of this role you will work closely with and be mentored and coached by our Operations Support Specialists.

**Your work**:

- Complete assigned day-to-day activities and workflows for account servicing and general office administration.
- Manage and execute a variety of customer and broker service tasks, including but not limited to, policy administration, account activity, billing activity, review audits, certificates of insurance, cancellations/reinstatements, and preparing broker onboarding documents.
- Assist in the new and renewal business process alongside underwriters, product managers, and business development to ensure all new and renewal policies are bound, issued, and billed accurately and delivered to the client within defined timeframes.
- Resolve client requests and concerns efficiently and effectively, using individual discretion where necessary, to ensure a superior client outcome in line with our customer experience goals.
- Escalate customer concerns or inquiries to the appropriate level, when necessary.
- Maintain a high degree of technical competence and industry/market expertise.
- Maintain the appropriate tracking of documents, data, and operating procedures.
- Ensure overall team service excellence.

**Required Experience, Education and Skills**
- Some industry experience, ideally in sales, service, or relationship management experience.
- Associate degree in a related area or an equivalent combination of education and experience.
- Proven experience in diagnosing and managing customer issues and providing effective solutions.
- Strong analytical, problem solving, and decision-making skills.
- Excellent organization, prioritization, and delegation skills.
- Exceptional customer service skills.
- Excellent verbal and written communication skills; ability to convey information clearly and professionally.
- Ability to work in a fast-paced environment and perform large work volumes while meeting established service standards and deadlines.
- Strong attention to detail and accuracy in handling client and broker transactions and documentation.
- Ability to perform large work volumes with a high degree of accuracy and attention to detail.
- Good technical PC skills; thorough knowledge of all applicable office machinery, basic knowledge of MS Office products.

**What would make us excited about you?**
- Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.)
- Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
- Travels as needed for role, including divisional / team meetings and other in-person meetings
- Fulfills business needs, which may include investing extra time, helping other teams, etc.

**CSAA IG/Mobilitas Careers**

At CSAA IG/Mobilitas, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.

Join us if you
- BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging.
- COMMIT to being there for our customers and employees.
- CREATE a sense of purpose that serves the greater good through innovation.

As part of our values, we are committed to supporting inclusion and diversity. We actively celeb

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