Job details
Salary $18 - $34 an hour job type full-time part-time number of hires for this role 1
Qualifications
High school or equivalent (required)
Property & casualty license (required)
Life insurance license (preferred)
Full job description
Customer service insurance specialist
Our customer service insurance specialist works collaboratively with our high performing team to provide timely, knowledgeable, and professional service to our public entity and emergency response customersThe candidate is expected to develop a thorough knowledge of the necessary agency processes and procedures, to learn the special coverages and benefits applicable to these customers, and to create professional and trusting relationships with each of our customers based on empathy, accurate and timely communication, and integrity.
Responsibilities include the following:
Pre-renewal process: gather necessary information from customers, send information to the underwriters to obtain proposals, analyze quotes, and prepare proposals and premium and loss summary spreadsheets, according to established procedures.
Request and initiate in a timely manner: policies, fidelity and surety bonds, endorsements, audits, cancellations, proofs of insurance, etc.
Facilitate timely insurance claim resolutionThis responsibility entails conforming to the agency’s claims process, providing input on process improvements, taking initiative to communicate with the insurance company to ensure proper and timely claims adjustment occurs, and thoroughly and properly documenting all activities within the agency management system.
New business process: manage the development and sending of information required by insurance companies, review proposals for accuracy, and assist in the development and arrangement of information for the sales meeting.
Respond to customer inquiries in a timely and proficient manner.
Obtain, retain, and apply knowledge of insurance coverage to customers’ situations and insurance needs.
Maintain continuing education credits necessary to retain license(s).
Assist as needed: 1) follow up on and process, including invoicing, in a timely manner after reviewing for accuracy: policies, fidelity and surety bonds, endorsements, audits, cancellations, etc2) front-end scan and e-distribute incoming mail.
To thrive on our team you must demonstrate the following characteristics and behaviors:
Driven to provide prompt, accurate, and thoughtful service
Highly intelligent
High integrity
Strong and consistent work ethic and strong desire to support others in task accomplishment
Strong time management and organizational skills
Strong ability to multi-task without sacrificing accuracy
Self-motivated with a strong sense of urgency and an ability to meet all established timelines
Analytical and detail-oriented with a passion for accuracy and for ensuring tasks are performed correctly
Friendliness, positive attitude, and empathy with a strong desire to help customers resolve insurance issues
Committed to fostering a team environment characterized by respect, forthright diplomacy, professionalism, and empathy
Strong listening skills and strong written and verbal communication skills
Willing to learn, be corrected, and act in a positive manner to make the necessary changes as directed
Minimum two years of experience in commercial insurance and possess at least a property casualty license and preferably also a life and health license
Proficiency using applied systems epic agency management system, microsoft word and excel is mandatory
Proficiency using adobe acrobat dc for teams is preferable
Why capstone insurance group, llc?
Capstone insurance group, llc is a national top tier agency of the insurance programs we use for our emergency response organization clientsWe have relationships with several of our top insurance programs that have lasted 20-30 years! and we have relationships with many of our clients for just as long! our retention and depth of market penetration is a tribute to our commitment to providing outstanding service and to our knowledge and experience in working with this special clientele who are so important to their communities.
While we would prefer an experienced candidate who is willing to work 40 hours per week, we will consider a highly experienced candidate willing to work 30 or more hours per weekOur compensation levels compete very well against larger insurance agenciesAlso, we have significantly less bureaucracyOur team is personable, collaborative, supportive, and works well together to deliver results for our clients.
You will be joining a team of accomplished professionals with a range of experiences and agesOur team consists of several people with about 30 years of insurance service and sales experience at various small, mid-sized, and larger insurance agenciesSeveral of our team members have advanced degrees, including our youngest team member in her 20`s, and/or a chartered property casualty underwriter designationAnd one of our team members has an extensive financial background at lincoln life and the irs.
Our cloud-based systems allow us to have flexible work arrangementsWe invest in the technology necessary to maintain excellent service and to create a flexible work environmentYou can work remotely from home or from our office or a combination of the twoThe choice is yours once you onboard successfully and learn the systems and processesWhile our team works variously on-site and remotely, we meet approximately monthly in-person to ensure relationships are strengthened, communication remains timely and open, and planning is conducted pro-actively.
If you want to serve emergency responders at a high performing, team-oriented, boutique agency, and if you are smart, ethical, have a passion for serving with a positive attitude, and are detail-focused and yet highly efficient, then you will thrive working with us!
Job types: full-time, part-time
Pay: $18.00 - $34.00 per hour
Benefits:
401(k)
401(k) matching
Flexible schedule
Paid time off
Paid training
Work from home
Schedule:
Monday to friday
Supplemental pay:
Bonus pay
Ability to commute/relocate:
Fort wayne, in 46804: reliably commute or planning to relocate before starting work (preferred)
Application question(s):
What is your proficiency level using applied systems epic software? not familiar, fair, proficient, highly proficient, expert
What is your proficiency level in using microsoft excel? not familiar, fair, proficient, highly proficient, expert
Education:
High school or equivalent (required)
Experience:
Commercial lines insurance: 2 years (required)
License/certification:
Property & casualty license (required)
Life insurance license (preferred)
Work location:
One location
Work remotely:
Yes
Work location: one location
