Account Specialist I - Affiliates

Brotherhood Mutual; Fort Wayne (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Brotherhood Mutual Insurance Company in Fort Wayne, IN seeks an Account Specialist I - Affiliates to deliver exceptional customer support through service inquiries, on-boarding new affiliates, and policy renewals. You will work with clients and agents by phone or email, process changes, address billing questions, and document information in our systems.

A high school diploma and at least one year in insurance or related field are required, with license eligibility.

Qualifications

• High school diploma required.
• Minimum one year experience in general business, insurance, or related field.
• Must hold or be willing to obtain P&C or L&H agent license.

Responsibilities

• Ensure timely and accurate policy renewals and changes.
• Communicate coverage needs with clients or agents via phone or email.
• Document account and policy information across multiple systems.
• Address billing inquiries and assist with claims.
• Learn and maintain knowledge of insurance coverage and forms.
• Work as a team member to achieve department goals and overall company goals.
• Must maintain a flexible attitude and a drive to meet deadlines.
• Complete other projects as assigned.

Skills

Customer service

Communication

Organizational skills

Computer skills

Confidential information handling

Interpersonal skills

Education

High school diploma

1 year experience in insurance or related field

P&C or L&H license (or willing to obtain)

Tools

CRM software

Microsoft Office

Policy management systems

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

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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

List Degree Requirement, Years' Experience, and Certifications

• 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".