Personal Lines Account Manager/ CSR- (Includes a Virtual Assistant)
Schmale Insurance Agency/ Keystone Insurers Group Schmale Insurance Agency/ Keystone Insurers Group Belleville, IL Belleville, IL Full-time Full-time $45,000 - $60,000 a year $45,000 - $60,000 a year 3 days ago 3 days ago 3 days ago We are an Independent Insurance Agency and have been around for 104 years and value our employees and culture.
Our employees are the life blood of our company and a main reason we have succeeded over the last 100 years.
We value a true work/ life balance and are easy to work with to attain this.
We are looking to fill a position for an employee who is retiring but will stay on to help train the person in this role.
This position has a Virtual Assistant (VA) out of the Philippines under them who works our hours to help the person in this role achieve the most success possible.
We believe in an office environment to help with collaboration, knowledge sharing and a TEAM first approach, so this role is primary in-office based.
But as I said above, we believe in a work/ life balance so we do allow some work from home flexibility to help achieve this.
We have many office outings such as happy hours, cardinals games, lunch outings, Etc.
to name a few.
This job is Salary but we also offer commission for any new accounts brought in (not required) and bonuses plus profit sharing.
Ok, so now for the boring, but necessary, job requirements and description:
PRIMARY ROLE Day-to-day maintenance of Personal Lines Accounts and support to Producers.
Including but not limited to:
Processing of endorsements Distribution of policy documents Processing of any renewals as assigned Overall support to Account Manager Supports and incorporates company mission and core values into daily activities Works as a team member to achieve department goals and overall company goals Consistently reports to work on time and prepared to preform duties of position QUALIFICATIONS & EDUCATION Appropriate state license(s).
Minimum 3 years' insurance brokerage or equivalent experience is preferred.
Knowledge of all lines of personal insurance Thorough knowledge of brokerage operations including procedures, commercial lines endorsement processing, agency management system, and applicable insurance laws/codes Experience and expertise in operating in electronic environment; excellent automation skills, including EPIC, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems Familiarity with risk assessment and risk management techniques Excellent time management, organizational and verbal and written communication skills High degree of self-motivation and self-direction Possesses a supportive and responsive manner with internal and external customers Has the ability to perform multiple tasks in complex working environment accurately and efficiently DUTIES Support Account Managers through servicing of existing customers Receive, Review, and Process policy change requests as received Receive, Review, and Process any renewals as assigned Maintain EPIC client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, certificates of insurance, documentation, activities, etc.
, according to agency procedures, and within agency timelines as assigned Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines Review all items to be processed, to insure items were received as ordered.
Participate in courses for insurance/sales skills.
Maintain current knowledge of underwriting requirements of carriers.
Keep current with industry trends by reading appropriate journals and company bulletins Participate in any special projects at management's request All additional duties as assigned Job Type:
Full-time Pay:
$45,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Vision insurance Supplemental pay types:
Commission pay Weekly day range:
Monday to Friday Work setting:
Hybrid remote Office Work Location:
Hybrid remote in Belleville, IL 62221.
Estimated Salary: $20 to $28 per hour based on qualifications.
Our employees are the life blood of our company and a main reason we have succeeded over the last 100 years.
We value a true work/ life balance and are easy to work with to attain this.
We are looking to fill a position for an employee who is retiring but will stay on to help train the person in this role.
This position has a Virtual Assistant (VA) out of the Philippines under them who works our hours to help the person in this role achieve the most success possible.
We believe in an office environment to help with collaboration, knowledge sharing and a TEAM first approach, so this role is primary in-office based.
But as I said above, we believe in a work/ life balance so we do allow some work from home flexibility to help achieve this.
We have many office outings such as happy hours, cardinals games, lunch outings, Etc.
to name a few.
This job is Salary but we also offer commission for any new accounts brought in (not required) and bonuses plus profit sharing.
Ok, so now for the boring, but necessary, job requirements and description:
PRIMARY ROLE Day-to-day maintenance of Personal Lines Accounts and support to Producers.
Including but not limited to:
Processing of endorsements Distribution of policy documents Processing of any renewals as assigned Overall support to Account Manager Supports and incorporates company mission and core values into daily activities Works as a team member to achieve department goals and overall company goals Consistently reports to work on time and prepared to preform duties of position QUALIFICATIONS & EDUCATION Appropriate state license(s).
Minimum 3 years' insurance brokerage or equivalent experience is preferred.
Knowledge of all lines of personal insurance Thorough knowledge of brokerage operations including procedures, commercial lines endorsement processing, agency management system, and applicable insurance laws/codes Experience and expertise in operating in electronic environment; excellent automation skills, including EPIC, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems Familiarity with risk assessment and risk management techniques Excellent time management, organizational and verbal and written communication skills High degree of self-motivation and self-direction Possesses a supportive and responsive manner with internal and external customers Has the ability to perform multiple tasks in complex working environment accurately and efficiently DUTIES Support Account Managers through servicing of existing customers Receive, Review, and Process policy change requests as received Receive, Review, and Process any renewals as assigned Maintain EPIC client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, certificates of insurance, documentation, activities, etc.
, according to agency procedures, and within agency timelines as assigned Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines Review all items to be processed, to insure items were received as ordered.
Participate in courses for insurance/sales skills.
Maintain current knowledge of underwriting requirements of carriers.
Keep current with industry trends by reading appropriate journals and company bulletins Participate in any special projects at management's request All additional duties as assigned Job Type:
Full-time Pay:
$45,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Vision insurance Supplemental pay types:
Commission pay Weekly day range:
Monday to Friday Work setting:
Hybrid remote Office Work Location:
Hybrid remote in Belleville, IL 62221.
Estimated Salary: $20 to $28 per hour based on qualifications.
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