Acrisure LLC Transportation Client Service Representative (The Campbell Group) in Grand Rapids, Michigan
Are you looking for a challenging career path?
Do you have a positive attitude? Are you organized and detail-oriented? Do you take personal responsibility for your work and career, and also work well in a team? If you’re ready to work for a company that recognizes excellence and promotes from within, fostering an environment of learning, training and growth, then look no further than The Campbell Group, an Acrisure Agency Partner.
The Campbell Group is a leading multi-line insurance broker, one of the largest in the state. Our office is conveniently located in Caledonia, off of Broadmoor (M-37) just south of M-6. Our company is seeking motivated, organized, positive employees to join our team.
We are currently looking to add to our team an exciting opportunity as a Transportation CSR. This role will be responsible for providing prompt, accurate, and courteous support. This entry level position provides opportunity for career growth.
Essential Duties and Responsibilities:
Enter new client accounts into the agency management system, including prospects.
Review policy for accuracy (comparing it to the proposal and agency management system) and handle corrections.
Receive, review and document all client and underwriter correspondence (phone, email, mail, fax, etc.) in agency management system including change requests, endorsement processing and audits.
Act as a primary back-up for the Account Manager, handling immediate service needs.
Review follow up list on a weekly basis and take appropriate action, manage the missed expiration, in-process and submitted status reports.
Manage the cancellation and reinstatement process.
Support the monthly reporting process including preparing preliminary reports, correspondence with the client, submitting to the carrier and transacting.
Support the renewal timeline process including preparing renewal exposure requests, loss run ordering, loss summaries, proposals and renewal documents.
Assist Account Manager with marketing new/renewal business as needed.
Prepare certificates, evidences and other proofs of coverage and forward to appropriate parties when requirements exceed those issued by the Certificate Department.
Transact agency bill items. Set up premium financing as needed. Ensure proper coding of agency commission, producer commission, service structure and agency structure. Review and take action on all account receivable items as directed. Solve transaction issues with carriers and accounting department.
Assist in the training of other employees at Manager’s request
Comply with agency standards, policies and procedures.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. In addition, focus may be broad in scope and may include involvement in many of the items above or focus may be more concentrated and limited to fewer tasks.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
High school diploma or the recognized equivalent
Must possess and maintain active Michigan P & C License or obtain within six months of hire
Individual should have a working knowledge of commercial insurance with 1-2 years’ experience preferred
Transportation experience, whether in industry or insurance field, preferred
Demonstrated strong PC skills including Microsoft Word, Excel and Outlook
Knowledge of Agency Management Systems, preferred
Must have a high level of understanding accounting or strong math skills.
Must be organized, detail oriented, efficient, able to multi-task and possess excellent verbal and written communication skills.
Must have a positive, team-oriented attitude and ability to effectively work with others.
Must have a high level of problem-solving skills including effective note taking and self-review.
Must have the ability to maintain a professional demeanor and use discretion surrounding sensitive information
Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges.
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs.
Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done in a temperature-controlled, non-smoking office.
Work stations are cubicles with moderately high sides.
The noise level in the work environment is usually moderate.
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