Position Compensation Range: $23.00 - $30.76

Experienced level role that serves as the first point of contact (calls, emails, chats) and resolution for service issues, requests, policies, procedures, and billing/account information. Communicates directly with agents/agent staff to provide assistance with carrier information and procedures. Prepares coverage and premium financing quotes and processes policy information.

In this flex office/home role, you will be expected to work a minimum of 10 days per month from the office. Candidates should reside within approximately 35-50 miles of one of the following office locations: Madison, WI 53783; Boston, MA 02110; Denver, CO 80112; Eden Prairie, MN 55343; Keene, NH 03431; St. Joseph, MO 64507; Phoenix, AZ 85034; Nashville, TN 37214

• Serves as first point of contact (calls, emails, chats) and resolution for quoting and online binding support, market inquiries, service issues, requests, policies, procedures, and billing/account information.
  
• Assists agents and staff with carrier information and general processes and procedures.
  
• Prepares and releases coverage and premium financing quotes.
  
• Processes policy information including issuance of certificates. Ensures accuracy and completeness according to carrier specifications.
  
• Orders inspections as requested.
  
• Escalates more complex issues to appropriate subject matter area expert.
  
• May be asked to develop role specific standard work processes for team, mentor team members and provides project support.
  
• May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.
  

• Demonstrated experience providing customer-driven solutions, support or service.
  
• Demonstrated experience and proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel, etc.)
  
• Solid knowledge and understanding of insurance or brokerage customer service or policy processing processes, terms and procedures.
  
• Demonstrated experience in customer service for insurance or brokerage products.
  
• Solid knowledge of state-specific regulations and system/procedural support for insurance or brokerage products.
  
• Solid knowledge and application of underwriting processing, servicing or billing guidelines.
  
• Demonstrated experience using reference materials, reading policy language, and processing rules and procedures.
  
• Demonstrated written and verbal communication skills.
  
• If unlicensed, provide proof of successful completion of the AD Banker On-Line Pre-Licensing Course for employee's resident state prior to 8:00am CT the Wednesday before start date or the offer will be rescinded. Proof of successful completion is: 1. A score of at least 90% on the comprehensive exam for resident states having this exam in their coursework, and/or 2. The certificate(s) of completion for resident states requiring a pre-licensing course.
  

• Resident state licensing exam(s) for property and casualty producer licenses within 30 days of hire.
  
• Property and casualty producer licenses for all operating and/or service states must be obtained within 60 days of hire.
  
• Required to maintain current, active license(s) status by continuing education and meeting all state, operating and regulatory requirements.
  

• Up to 5%.
  

• Work that primarily involves sitting/standing.
  

• Not applicable.