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Communicates with internal/external customers about intermediate underwriting guidelines, policies and marketing initiatives to service customer accounts. Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Utilizes core competencies and skills to maximize customer experience.
Essential Job Functions
Analyze clarify and resolve intermediate policy and account related questions/transactions from internal and external customers. Reviews problems and communicates with appropriate personnel to obtain information when necessary. Responds to customer inquiries through appropriate mediums. Provides an excellent customer experience by ensuring that policy transactions are issued and changes are processed accurately and in a timely manner. Objectively validates information provided for New Business, Endorsements and Renewal transactions within defined scope of discretio n. Develops effective working relationships with assigned agents groups. Includes correspondence, phone calls and e-mail to gather and analyze necessary information critical to the underwriting function. Reviews and evaluates underwriting tools including Real Quest, Dun and Bradstreet, MVRs, websites, product guides, loss control reports, premium audits, ISO loss costs, prior carrier loss runs and cost estimators to gain an understanding of the loss potential and appropriate price for the exposures presented. Processes and inputs all necessary policy transactions through appropriate company systems. Key enters data or prepares worksheets as needed. Computes rates and premiums (including premium refunds) and selects the appropriate declarations, coverage forms, exclusions and optional coverage in order to complete a policy. Prepares invoices, tracking and checking for account status and premium dollars in the Commercial Accounts and/or billing systems. Computes commissions when necessary. Attains performance level standards as outlined in performance objectives. Continues to build personal skill set by participating in in-house or outside insurance/industry related courses/seminars as deemed necessary to expand product/system knowledge. Stays current with relevant product(s). Understands and strives to support the organization’s overall strategy. Models Farmers Core Values. Performs other duties as assigned.
Business Results: Ability to meet individual performance metrics and goals. Innovation: Identifies and suggests innovative process changes to support business practices. Communication: Above average written and verbal communication skills. Job Knowledge: Intermediate billing, underwriting guidelines and policy processing. Team Work: Accepts feedback when offered to reach full potential and works well with others in addition to incorporating best practices from others.
Besides some sedentary work, job duties require some or all of the following physical activities: standing, carrying/lifting up to 10 pounds, seeing and hearing, walking reaching, pushing and pulling, speaking, reading and writing.
Required job duties are normally performed in a climate-controlled office environment.
High school diploma or equivalent required. Bachelor’s degree preferred.
Proven competency performing Commercial Service Advocate essential job function and special skills or relevant experience.
Special Skill Requirement
Typing Skills. Basic PC skills including knowledge of management information and business systems (Work, Excel). Technical expertise in commercial. Detail oriented and accurate Excellent organizational skills Excellent verbal/written communication skills Interpersonal skills Demonstrated presentation skills. Analytical thinking skills to make timely, appropriate decisions and recommendations after reviewing all relevant information. Advanced conflict resolution skills. Ability to perform general mathematical calculations, accounting for minor complications. Ability to work in a fast paced environment. Team oriented and a consistent commitment to excellence.
Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.