What are the responsibilities and job description for the Commercial Insurance Service Assistant position at Wagner Insurance?
Wagner Insurance is growing and we are seeking a dedicated and enthusiastic Commercial Insurance Service Assistant to join our team. If you are detail oriented, have strong communication skills, and are looking for an opportunity to grow within a supportive and dynamic environment, we would love to meet you!
Why Wagner Insurance?
At Wagner Insurance, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. As a key team member, you will be critical to our success and growth. We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged. For more information on Wagner Insurance, check out our website: https://www.wagner-ins.com/home
Position Summary: The Commercial Customer Service role is crucial in our organization by providing empathetic and effective communication to clients, ensuring the best insurance solutions to meet their needs. This role is essential for driving the company's success through customer retention and sales, reflecting the organization’s core values.
The base pay for this position is $45,000 with the ability to earn referral and cross-selling bonuses.
Essential Functions:2.Commercial Lines Support (30%)
Education and Training:
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Why Wagner Insurance?
At Wagner Insurance, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. As a key team member, you will be critical to our success and growth. We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged. For more information on Wagner Insurance, check out our website: https://www.wagner-ins.com/home
Position Summary: The Commercial Customer Service role is crucial in our organization by providing empathetic and effective communication to clients, ensuring the best insurance solutions to meet their needs. This role is essential for driving the company's success through customer retention and sales, reflecting the organization’s core values.
The base pay for this position is $45,000 with the ability to earn referral and cross-selling bonuses.
Essential Functions:2.Commercial Lines Support (30%)
- COI Processing (70%)Process COIs and provide necessary documentation to the requestor within 4 work hours
- Process COIs and provide necessary documentation to the requestor
- Process state COIs as required
- Enter claims, NOC, and alert actions following completion of requirements with documentation scanned and noted in Agency Management System (AMS).
- Assist in the renewal process, including gathering required documents and uploading them into the AMS
- Review completed business paperwork for compliance with guidelines
- Order and track loss run requests
- Provide Account Manager backup as required
- Document coverage discussions, quotes, declinations, client changes, and coverage changes in AMS
- Promptly and accurately interact with clients and team to prevent error and omission claims
- Identify insurance needs, gaps in coverage, loss exposure, and cross-selling opportunities alert AMS to recommend appropriate coverages
- Request referrals from customers and associates and respond to the referrals in a timely manner
- Complete additional tasks and projects assigned
- Attend daily, weekly, and monthly staff meetings
- Agency Manager: Weekly 1:1 meetings, daily check-ins, strategic discussions
- Prospects: Properly transfer calls, update AMS as needed, ask thorough questions
- Producers: Answer questions and provide information as needed
- Account Manager: Support the Account Manager and manage delegated work, and answer questions. Advise AM of client issues
- Clients: Establish positive relationship, ask for referrals, answer questions, and address issues promptly
- Knowing when to escalate client or coverage issues to teh Account Manager
- Identify Gaps in Coverage and notify the Account Manager
Education and Training:
- High School Diploma
- Texas Property and Casualty License (required)
- 1 or more years of customer service experience in commercial insurance
- 1 or more years of Certificate of Insurance experience
- Applied EPIC experience preferred
- Exceptional customer service and problem-solving skills
- Team player with a confident and mature attitude
- Knowledgeable in all business insurance products
- Problem solving ability
- High emotional intelligence, ability to build rapport quickly, and establish trust
- Strong business acumen and ability to multi-task and prioritize
- High responsiveness with excellent communication and interpersonal skills
- Excellent follow-up and follow-through skills
- Collaborative team player to resolve customer needs effectively
- Competitive salary and benefits package
- Professional growth and development opportunities
- A supportive and collaborative work environment
- Access to Company assets: Company laptop and/or desktop computers
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Salary : $45,000
