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    Insurance Commercial Service Representative - Lake Oswego, United States - Crump Life Insurance Svcs Inc

    Crump Life Insurance Svcs Inc
    Crump Life Insurance Svcs Inc Lake Oswego, United States

    3 weeks ago

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    Description
    Insurance Commercial Service Representative (CSR) page is loaded

    Insurance Commercial Service Representative (CSR)

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    locations

    Lake Oswego, OR

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id

    R

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
    Need Help?
    If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to

    Accessibility

    (accommodation requests only; other inquiries won't receive a response).

    Regular or Temporary:
    Regular


    Language Fluency:
    English (Required)

    Work Shift:
    1st shift (United States of America)

    Please review the following job description:


    Remote Opportunity in Oregon


    Summary:

    McGriff Insurance Services, LLC is a national leader in the insurance consulting industry.

    We are looking for an entry-level Team Support/Client Service Representative for our Public Entity Insurance Pool group in our Lake Oswego, Oregon office.

    The ideal candidate should have a Bachelor's degree and be eager to work and possess a combination of refined writing and communication skills, business acumen, mathematic skills, and proficiency in office software.


    ESSENTIAL DUTIES AND RESPONSIBILITIES:
    Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
    Entry-Level Administrative Support Position

    Summary:


    Work with a team of fifteen (15), in an office of 45, to achieve efficient and effective communication, and provide outstanding client support to members and prospects of a property and casualty insurance program administered by McGriff.


    Duties Include but Are Not Limited To:
    Database Maintenance (30%)


    • Administration of a proprietary database
    • Assist in maintaining membership database, mailing lists, and other information
    • Run reports and furnish them to appropriate parties, as needed
    Document Control (30%)


    • Assist in peer review quality control process of client correspondence
    • Track agreements/contracts and follow-up as appropriate
    • Maintenance and distribution of policy information to clients
    • Assist with electronic renewals
    Team Underwriting Support (40%)


    • Assist in processing endorsements for exposure changes and coverage line changes in database
    • Assist in preparing new and renewal coverage comparison proposals
    • Assist with renewal coverage and deductible options
    • Enter underwriting information, suspense and follow-up
    • Process cancellation notices for member non-payments
    • Issue Auto ID Cards, Certificates and Evidence of Coverage documents as requested
    • File and maintain electronic records
    • Compile experience rating worksheets
    • Copying, scanning, sorting, assembling and mailing of documents as needed
    • Assist with special projects as needed
    • Other duties as assigned

    Preferred Qualifications:
    Bachelor's degree or equivalent work experience
    Ability to take initiatives and transform ideas and projects into specific workflows
    Demonstrated success prioritizing work and multi-task skills in a fast-paced environment
    Strong communication skills to promptly respond to internal and external requests
    Must pass required state insurance licensing exam within 3 months
    Continuing education to obtain professional designations to advance career

    What You Get:
    Remote work available; we currently work from home and occasionally return to office for special projects
    Employer-sponsored continuing education to pursue industry license and designations
    Solid benefits package including medical, dental, vision, disability, and life insurance with robust wellness programs
    Two weeks of paid vacation, eleven paid holidays including a floating holiday, a mental wellness day, and opportunity for time off for community service
    Up to 4% 401k match at 100% after one year anniversary
    Eligible for annual bonus
    General Description of Available Benefits for Eligible Employees of

    Truist Financial Corporation:
    All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the

    position. Truist


    offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

    Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

    For more details on Truist's generous benefit plans, please visit our Benefits site .

    Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

    As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

    This position is part of TIH.

    Truist Financial Corporation has reached an agreement to sell its remaining stake in Truist Insurance Holdings (TIH). As a result, TIH will be a separate company from Truist Bank as of Legal Day 1 (date TBD). Refer to the news release

    for details.


    All insurance positions within TIH will have "TIH" noted in the job posting to indicate they are not part of Truist.


    McGriff Insurance Services supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

    McGriff Insurance Services is a Drug Free Workplace.
    EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify


    When it comes to protecting what matters most in business and everyday life, we believe our clients should never settle for less than the best.

    For more than a century, we've relied on expertise, resources, and relationships to deliver insurance, risk management and employee benefit solutions focused on our clients' priorities and what they value most.

    Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles:

    Integrity:
    We do what we say, every time.

    Determination:
    We relentlessly pursue success on your behalf.

    Passion:
    We are specialists in our field driven to serve you.

    Collaboration:
    We build strong relationships with teammates, partners, and you to create the best solutions.
    The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path.

    #J-18808-Ljbffr


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