Account Specialist

3 weeks ago

Fort Wayne, United States Brotherhood Mutual 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.
  • Broaden understanding of each agent’s approach to insurance and apply judgment within
    company guidelines.
  • 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
Education and/or Experience
  • 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.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this
position description in any way the company desires. This job description in no way implies that
these are the only duties, including essential duties, to be performed by the employee occupying
this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains “at-will”.

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