Rating Support

The Juris Agency; Clarkston (MI); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Health Insurance

Paid Holidays

PTO (Paid Time Off)

Career Growth Opportunities

In-Office Work Bonus

Casual Dress

Job summary

Al Bourdeau Insurance Agency is seeking a Rating Support to assist the sales team with insurance rating and underwriting tasks. The role involves gathering and verifying client information, inputting data into systems, and ensuring accuracy in the rating process.

The ideal candidate offers keen attention to detail, strong organizational skills, and the ability to work independently, with good communication for effective collaboration with the sales team. An MI Producer License is required.

Qualifications

• Attention to detail and strong organizational skills are required.
• Data entry and accuracy are essential for rating processes.
• Ability to communicate effectively with the sales team is important.

Responsibilities

• Review and process insurance policy applications for accuracy and compliance.
• Perform data entry and verification to support rating processes.
• Collaborate with the sales team to gather client information for rating assessments.
• Maintain accurate records and documentation related to policies and rating processes.
• Stay updated on industry regulations and best practices to ensure compliance.

Skills

Attention to detail

Organizational skills

Data entry

Communication

Education

High School Diploma

Job description

Job Description

Al Bourdeau Insurance Agency is looking for a talented and dedicated individual to join our team as a Rating Support.

At Al Bourdeau Insurance Agency, we are committed to providing exceptional service to our clients, and as a Rating Support, you will play a crucial role in achieving this goal. Your primary responsibility will be to provide support to our sales team by assisting with rating and underwriting tasks. This includes gathering and verifying customer information, inputting data into our systems, and ensuring accuracy in the rating process.

To be successful in this role, you should have a keen attention to detail, strong organizational skills, and the ability to work independently. Additionally, good communication skills and a positive attitude are essential for collaborating effectively with our sales team.

If you thrive in a fast-paced environment, enjoy working with numbers, and have a passion for providing excellent customer service, we would love to hear from you. Join Al Bourdeau Insurance Agency and embark on a rewarding career in the insurance industry.

Annual Salary Range from $30,000 to $40,000.

Benefits

• In-Office Work Bonus
• Charity Events
• Casual Dress
• Family-Focused Agency
• Employee Pot-Lucks
• Employee Meet-Ups
• Paid Holidays
• Office Coffee
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Casual Dress
• Paid Holidays
• In-Office Work Bonus
• Charity Events

Responsibilities

Review and process insurance policy applications to ensure accurate completion and compliance with company guidelines.

Perform data entry and verification to support insurance rating processes.

Collaborate with the sales team to gather necessary client information for rating assessments.

Assist in maintaining accurate records and documentation related to policies and rating processes.

Stay updated on industry regulations and best practices to ensure compliance.

Requirements

Applicants are expected to progress into insurance sales.

High School Diploma

Comfortable accessing the Internet and various web sites

MI Producer License