P&C Licensed Wholesale Customer & Operations Representative – Primarily Home
| Company | American Family Insurance Group |
|---|---|
| Location | Madison, WI, USA, Boston, MA, USA, Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- Demonstrated experience providing customer-driven solutions, support or service.
- Demonstrated experience and proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel, etc.)
- Solid knowledge and understanding of insurance or brokerage customer service or policy processing processes, terms and procedures.
- Demonstrated experience in customer service for insurance or brokerage products.
- Solid knowledge of state-specific regulations and system/procedural support for insurance or brokerage products.
- Solid knowledge and application of underwriting processing, servicing or billing guidelines.
- Demonstrated experience using reference materials, reading policy language, and processing rules and procedures.
- Demonstrated written and verbal communication skills.
- If unlicensed, provide proof of successful completion of the AD Banker On-Line Pre-Licensing Course for employee’s resident state prior to 8:00am CT the Wednesday before start date or the offer will be rescinded. Proof of successful completion is: 1. A score of at least 90% on the comprehensive exam for resident states having this exam in their coursework, and/or 2. The certificate(s) of completion for resident states requiring a pre-licensing course.
Responsibilities
- Serves as first point of contact (calls, emails, chats) and resolution for quoting and online binding support, market inquiries, service issues, requests, policies, procedures, and billing/account information.
- Assists agents and staff with carrier information and general processes and procedures.
- Prepares and releases coverage and premium financing quotes.
- Processes policy information including issuance of certificates. Ensures accuracy and completeness according to carrier specifications.
- Orders inspections as requested.
- Escalates more complex issues to appropriate subject matter area expert.
- May be asked to develop role specific standard work processes for team, mentor team members and provides project support.
- May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.
Preferred Qualifications
- Preference will be given to candidates who have an active P&C Producer’s license.