Job description
Overview:
Responsibilities:
Provide timely and accurate response to assigned internal and external customers to include service requests from producers, agencies, CM Group subsidiaries, and others to support the retention of business. Collaborate with underwriters to establish target dates and communicate coverage limitation issues. Assist in reviewing applications received for completeness and request missing information from producer. Responsibilities to include account set up, quoting, proposals, policy issuance, policy administration requests, and account service. Document and maintain unit processes and procedures and disseminate information to the applicable team.
Responsibilities:
- Develop relationships and work within team and across departments to ensure customer tasks are completed and customer response expectations are achieved.
- Ensure proper initiation and completion of quote requests, including the completion of proposals.
- Initiate and facilitate renewal process in collaboration with underwriter and timely, professional communication with producer.
- Analyze and approve or reject endorsement transactions within binding authority.
- Assist in resolving customer service issues.
- Complete the clearance process (all channels).
- Ensure proper initiation and completion of incoming requests for policy issuance and policy administration.
- Identify areas for improvement with recommendations for process, procedure, or system changes.
- Complete reports for producer productivity, quality, customer response, and customer satisfaction metrics.
- Complete reports, audits, and tasks, as needed, to identify individual and team results and report to management. Communicate results with identified assigned producers, agents, or customers.
- Implement processes to determine customer satisfaction for producer team tasks and responsibilities.
- High school diploma or equivalent is required. Additional post‑secondary education is preferred.
- Minimum of two years of property/casualty insurance background is required. Post‑secondary education may waive this requirement.
- Completion of insurance courses, such as INS, AU, or CPCU, is desirable.
- Knowledge of company services, products, and structure is desirable.
- Organizational and interpersonal skills to set priorities, manage time, and be responsive to assigned customers.
- Excellent interpersonal skills necessary to perform in a fast‑paced environment, handling multiple priorities and high‑profile customers.
- Demonstrated ability to professionally communicate and collaborate with internal staff and external customers.
- Demonstrated desire and commitment to continually learn and strengthen knowledge, accept new challenges, and strive for personal improvement/growth.
- Ability to maintain confidentiality.
Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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