Account Representative - Trucking Insurance

COMPANY INFORMATION:

Since 1983, Truck Writers' mission has been to become business partners with our clients and insurance providers in the transportation industry, facilitate their insurance and related business needs, and continually improve our services to respond in a timely fashion.

DESCRIPTION OF ROLE:

Our growing agency is looking for an individual with insurance experience to join our team as an Account Service Representative. We need an organized individual who can handle phone requests and correspondence with agency clients and carriers in a timely fashion. The successful candidate for this role will have strong communication and organization skills.

CUSTOMER SERVICE REPRESENTATIVE DUTIES:

• Initiate, screen, and prepare change/endorsement requests
• Check in all policy documents for accuracy and deliver to clients via client portal or mail
• Issue Certificates of Insurance as requested
• Order and interpret Motor Vehicle Reports and any client-related documents
• Handle telephone requests and correspondence with agency clients
• Maintain all client activity in the agency automation system (Applied Epic)
• Utilize discretion and independent judgment
• Other functions may be assigned as business conditions change

SKILLS & REQUIREMENTS:

• High school diploma/GED required
• Associate's or Bachelor's degree preferred
• Prior experience in a customer facing role required
• 2+ years of experience in the insurance industry
• Ability to multi-task
• Ability to prioritize high volume of workload
• Ability to remain professional and courteous with clients at all times
• Excellent verbal and written communication skills
• Skilled in working collaboratively with a team in a professional manner on a daily basis
  
• Active Property and Casualty Insurance license preferred, or the ability to obtain within 30 days if not already licensed

WORK SCHEDULE:

• Full-time: 8am to 4:30pm, Monday thru Friday
• Future opportunity for hybrid work schedule

BENEFITS:

• 401(k) Retirement Plan
• Health Insurance w/ contribution to HSA or FSA
• Dental Insurance
• Group Life Insurance
• Paid Time Off
• Paid Holidays
• Paid Family Leave
• Paid Medical Leave

SALARY: $65,000.00+ per year