Account Specialist I - Affiliates

Brotherhood Mutual Insurance Company; Fort Wayne (IN); On-site; USD 42,000 - 62,000; Full time

Job summary

Brotherhood Mutual Insurance Company in Fort Wayne, IN seeks an Account Specialist I - Affiliates to deliver client-focused service, manage policy renewals, and onboard new accounts.

You will respond to inquiries, document policy data, assist with billing issues, and collaborate with agents and teammates to meet departmental goals while maintaining confidentiality and accuracy.

Qualifications

• Requires high school diploma and at least 1 year in business or insurance.
• Willing to obtain P&C or L&H agent license.
• Strong customer service and communication skills.
• Ability to handle billing inquiries and policy renewals.

Responsibilities

• Ensure timely and accurate policy renewals and process policy changes.
• Identify and communicate coverage needs with clients or agents by phone or email.
• Respond to routine inquiries via phone and email and resolve issues promptly.
• Accurately document account and policy information across multiple systems.
• Address billing inquiries and assist with claims as needed.
• Learn and maintain knowledge of insurance coverage and forms.
• Collaborate with teammates to achieve department and company goals.
• Maintain confidentiality and professional standards at all times.

Skills

Customer service

Communication

Organizational skills

Data entry

Confidentiality

Telephone skills

Computer skills

Team player

Attention to detail

Problem solving

Education

High school diploma

P&C or L&H license

Tools

Microsoft Word

Excel

CRM software

Job description

Job Title: Account Specialist I - Affiliates

FLSA Status: Non-Exempt

Job Family: Brotherhood Works - Insurance Services

Department: Brotherhood Works - Insurance Services

Location: Corporate Office (Fort Wayne, IN)

JOB SUMMARY

Responsible for delivering exceptional customer support through service enquiries, new business on-boarding, and policy renewals.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Ensure timely and accurate policy renewals, process policy changes & identify and communicate coverage needs with existing clients or agents via phone, or email.
• Demonstrate procedural knowledge needed to respond to routine questions via phone and email from client or agent inquiries and resolve issues in a timely manner.
• Accurately document account and policy information across multiple systems in accordance with procedural guidelines.
• Address billing inquiries and assist with claims for clients via email and phone.
• Learn and maintain knowledge of insurance coverage and forms relating to products.
• Work as a team member to achieve department goals and overall company goals.
• Must maintain a flexible attitude and a drive to achieve deadlines.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity.
• Must have effective interpersonal and telephone skills.
• Strong organizational and prioritization skills are essential.
• Must possess proficient computer skills.
• Must be able to strictly guard confidential information.
• Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.
• Must uphold the company’s image and professional standards in all interactions with agents, customers, and employees.

EDUCATION AND/OR EXPERIENCE

• Must have a high school diploma.
• A minimum of one year of experience in general business, insurance, or a related field is required.
• Must hold or be willing to obtain the P&C or L&H agent license.

Terms and Conditions

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.