- Returns client telephone calls and emails same or next business day based on time of incoming call
- Processes all claims submissions, same business day
- Processes time-sensitive policy changes same business-day
- Offers quotes for adding vehicles or making policy changes within 1 week unless time sensitive
- Provides paperwork to banks/lenders for file documentation within 1 week unless time sensitive
- Meets with Premier Clients requesting in-person review 15-30 days prior to renewal
- Maintains book retention of 92%.
- Maximizes opportunities to multiply, deepen or expand trust with clients or prospects
- Perform other duties as required
- Answers policy change questions, quotes potential changes for customers and processes changes. Ensures accuracy and processing of changes by companies
- Answers coverage-related questions for clients
- Provides coverage documentation for clients, banks or other lenders as needed
- Resolves advance billing questions
- Performs policy reviews in person, via telephone or via the review questionnaire to ensure no material changes have taken place impacting agency coverage recommendations
- Reviews upcoming client renewals based upon our guideline of 15% or $150 increase in premium
- Communicates with clients regarding outcome of re-marketing efforts and educates client on carrier longevity benefits to equip them to make an informed decision
- Issues rewritten policies, cancels prior coverage and ensures accurate processing of related items with carrier. Reviews, processes and indexes all forms, documents and photos required to comply with carrier requirements for audit purposes. Utilizes Processor to handle any administrative tasks that do not require licensure
- Client retention goal of 92%
- Accepts claim inquiries from clients. Advises client based upon pertinent information such as other parties involved, injuries sustained, damage incurred and deductibles.
- Informs client of claim surcharges
- Files and documents claims with carriers and in agency management system
- Communicates with company adjusters, and third parties (body shops etc.) as needed acting as a liaison in the event of poor communication between client and adjuster
- Educates client on how to receive fair claim payment by utilizing tools such as Kelly Blue Book, NADA or local market values
- In the event of an emergency situation, offers additional assistance such as scheduling disaster restoration services or other mitigation to minimize potential loss
- Working knowledge of Microsoft Office including Word, Excel, Outlook, CRM Software, and QuickBooks.
- Ability to professionally educate clients about insurance coverages and offer solutions to potential coverage problems.
- Ability to maximize carrier/agency relationships by developing and sustaining underwriter relationships.
- Must have a desire to pursue professional development.
- Desire to continue learning about industry and carrier changes which could impact client policies and communicate those to insurance team.
- Ability to manage a $500,000-$1,500,000 client premium volume.
- Must also be able to multi-task and be detail oriented.
- Strong written and verbal communication skills.
- Above average typing skills (60+ words per minute).
- Above average math skills and analytical abilities.
- Must be well organized with time, resources, physical office space, and client documents/information, and be able to manage a large workload.
- Must be intrinsically motivated and able to work individually with little direction.
- Must be a team player and able to collaborate with team members and financial professionals from other firms.
- Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face.
- History of prudent management in personal finances.
- Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry.
- Bachelor's degree required
- Property & Casualty license is required, or willing to obtain
- Prolonged periods of sitting at a desk and working on a computer.
-
Customer Service Representative
1 week ago
Hydro Elkhart, United StatesHydro Extrusions is a world-leading aluminium extrusion business counting around 100 production sites in 40 countries and employing 20,000 people. Through our unique combination of local expertise, global network, and unmatched R&D capabilities, we can offer everything from stand ...
-
Customer Service Representative
1 week ago
Hawkins Water Tech, Inc. Elkhart, United StatesJob description · Hawkins Water Tech is seeking a full-time Customer Service Representative to work in partnership with the Elkhart Office Manager and customer service team to create an environment that provides an exceptional customer experience, resulting in loyal customers and ...
-
Customer Service Representative
1 week ago
401 Linen Services LLC South Bend, United StatesJob Summary: · **Duties**: · - Enter customer orders into the computer. Generate invoicing for route representatives. Order inventory when needed. · - Coordinate with route drivers for special deliveries/pickup · - Coordinate with accounts receivable for billing questions · - Han ...
-
Customer Service Representative
1 week ago
River Bend Hose Specialty, Inc. South Bend, United States**Company Overview** · River Bend Hose Specialty is a value added industrial distributor/manufacturer, has been serving the Michiana and broader region for over 40 years. · Our goal is to continue to establish and maintain our respected reputation with our customers and suppliers ...
-
Customer Service Representative
1 week ago
Foundever South Bend, United States**Licensed Insurance Customer Service Representative** · At Foundever, we deliver leading customer experience (CX) solutions to global insurance clients that offer their consumers many products including life, property and casualty, long-term care, retirement planning, investment ...
-
Customer Service Representative
1 week ago
Alicks Home Medical Equipment Inc South Bend, United States**Status**:Hourly Non-Exempt Full time · **Hours**: Monday ? Friday 9:00AM ? 6:00PM · - Overtime:_ As needed · Expectation: Minimum 40 hours per week. · Reports to: Branch Manager · **ESSENTIAL FUNCTIONS**: · Talks with customers by phone or in person and receives orders for deli ...
-
Sales Representative in Field Service
2 weeks ago
Infinity Systems Notre Dame, IN, United States Freelance**Who are we?** · XRX Franken has been the exclusive sales partner for Xerox since 2013 and is the number one provider in the Franken region. We assist small, medium, and large companies in optimizing their document processes and are increasingly becoming a consultant and driver ...
-
Customer Service Representative
1 week ago
Colson Group Three Oaks, United StatesShepherd Hardware is a division of Colson Group USA, an operating unit of Colson Group, the largest manufacturer of caster and wheel products in the world. The brands of Colson Group USA have been technological leaders in caster innovation for over 350 combined years. This drive ...
-
Customer Service Representative
4 days ago
Sylvia Benjamin - State Farm Agent Nappanee, United StatesPosition Overview · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Sylvia Benjamin State Farm. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable cu ...
-
Customer Service Representative
19 hours ago
American Arbor LLC Three Rivers, United States**ABOUT US** · Join American Arbor, the leading tree service company in Southwest Michigan, where property owners turn for expert tree care solutions. We are a second generation company with over 30 years of experience, we've established a sterling reputation for excellence in ar ...
-
patient service representative
6 days ago
South Bend Clinic Granger, IN, USA, United StatesOverview · Department: Radiology · Location: Granger Campus; 52500 Fir Road, Granger, IN 46530 · Hours: Full Time; Hours: Monday-Friday 8:00 am - 5:00 pm · Good enough isn't for us. The South Bend Clinic's team members show up every day driven to exceed expectations. We see and s ...
-
Loan Servicing Representative Consumer Loan
4 days ago
Everwise Credit Union South Bend, United States**Loan Servicing Representative Consumer Loan Servicing** · We are searching for an experienced **Loan Servicing Representative Consumer Loan Servicing**. · South Bend, Indiana 46601 · **Essential Function** · **Primary Responsibilities & Duties** · 2. Responsible for processing ...
-
Patient Service Representative
1 week ago
The South Bend Clinic Granger, United StatesOverview: · Department: Radiology · Location: Granger Campus; 52500 Fir Road, Granger, IN 46530 · Hours: Full Time; Hours: Monday-Friday 8:00 am - 5:00 pm · Good enough isnt for us. The South Bend Clinic's team members show up every day driven to exceed expectations. We see a ...
-
patient service representative
6 days ago
Duly Health and Care Granger, IN , USA, United StatesDepartment: Radiology · Location: Granger Campus; 52500 Fir Road, Granger, IN 46530 · Hours: Full Time; Hours: Monday-Friday 8:00 am - 5:00 pm · Good enough isn't for us. The South Bend Clinic's team members show up every day driven to exceed expectations. We see and support the ...
-
Client Service Representative
1 week ago
Korhorn Financial Group Inc Granger, United StatesPosition Mission Statement · To fulfill KFGs mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients. To build trust with insurance clients and team members and add referable value in KFG ...
-
Customer Service Representative
1 week ago
Apex Innovations Galien, United StatesFollowing this maxim, we manufacture bakery technology for the global market at two locations in Germany. Whether it's rolls, croissants, hearty bread or delicate toast - whatever you enjoyed for breakfast today, it likely came into contact with one of our products. · Our core co ...
-
Client Service Representative
1 week ago
Korhorn Financial Group Inc Granger, United StatesJob Description · Job DescriptionPosition Mission Statement · To fulfill KFG's mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients. To build trust with insurance clients and team membe ...
-
Patient Services Representative, Bilingual
1 week ago
Goshen Health Nappanee, United StatesThe Bilingual Patient Services Representative is bilingual in Spanish and performs all accounting duties in the physician's office that include all patient charges, receipts and collections relative to the professional services rendered to the patients. Greets, schedules and trac ...
-
Customer Service Representative
6 days ago
Lorie Bowers - State Farm Agent Edwardsburg, United StatesPosition Overview · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and financi ...
-
Sales Representative in Field Service
2 weeks ago
Skyline Solutions Walkerton, IN, United States FreelanceIs the quiet chamber not your thing? Do you need contact with people? Do you want to actively use your persuasive skills and expertise? At the same time, do you love a relaxed work atmosphere where you can cooperate with your colleagues, and personally know your boss and boss lad ...
Client Service Representative - Granger, United States - Korhorn Financial Group, Inc.
5 days ago
Description
Position Mission StatementTo fulfill KFG's mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients. To build trust with insurance clients and team members and add referable value in KFG's relationship with insurance clients.
Required Skills and Abilities