Job Description

Join Al Bourdeau Insurance Agency, a leading insurance agency that is seeking a talented individual to join our team as a Commercial Lines Processing. We are located in East Lansing, Michigan and offer a hybrid remote work option.

As a Commercial Lines Processing, you will play a key role in our agency's success by supporting both the Commercial Lines Account Managers and the Life & Health Department. You will work closely with our team to gather and verify information, review policy documents, and ensure accuracy and compliance.

We are looking for a detail-oriented and organized individual who has a strong understanding of commercial insurance policies and procedures. A positive and inviting demeanor is important as you will be interacting with clients and providing assistance as needed.

Benefits

Paid Time Off (PTO)###Work from Home###Health Insurance###Dental Insurance###Vision Insurance###Life Insurance###Disability Insurance###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Evenings Off###Office Keurig Coffee###Office Potlucks###Employee Meet-Ups###Community Involvement###Community Volunteering###Casia; Dress###Paid Holidays###In-Office Work Bonus###Charity Events###Family-Focused Agency###

Responsibilities

CL Processing is a data processing team. Their main role is to support both the Commercial Lines Account Managers & Life and Health Department with data & document retrieval & delivery along with some payment monitoring. The documents they process could come from the company or an insured to be delivered to the appropriate employee; or from an employee to be delivered to the client for signature via DocuSign. Sometimes tasks do overflow into the Personal Lines side of the agency. Our overall goal is to help relieve these types of behind-the-scenes tasks, so our customer-facing teams can be freed up to connect with our clients and assist them when they reach out to us. We have a mixture of tasks, some are pretty much the same every day, other tasks help to mix things up and keep us on our toes. It's really a nice balance. It is important that the tasks preformed are processed in a timely manner and with accuracy, but also being flexible and willing to support our customer facing teams to get the job done.

Requirements

- High school diploma or equivalent required.

- Knowledge of insurance policies, coverages, and regulations preferred.

- Strong attention to detail and excellent organizational skills.

- Proficient in using computer systems and insurance-related software preferred.

- Effective communication and interpersonal skills, with the ability to work collaboratively within a team.

- Self-motivated and able to manage time efficiently.