Brokerage Services Specialist job - Madison, WI

Rural Mutual - Madison, WI

Posted ago

Become a member of a fast paced internal brokerage operation and:

  • Assist in setting up customers and submissions using documented procedures in the Agency Management System.
  • Assist with invoicing new business, renewals, changes and cancellations in an accurate and timely manner.
  • Send policy documentation to the appropriate agent.

Responsibilities

  • Assist in setting up customers and submissions using documented procedures in the Agency Management System.
  • Assist with invoicing new business, renewals, changes and cancellations in an accurate and timely manner.
  • Send policy documentation to the appropriate agent.
  • Process all incoming mail and e-mail and distribute to appropriate parties.
  • Utilize online quoting with partner carriers when appropriate.
  • Provide premium financing quotes when requested.
  • Provide timely follow-up using documented guidelines.
  • Work with carrier partners when appropriate.
  • Accurately document the Agency Management System.
  • Participate in the ACD phone line. Assist callers when able and transfer calls when appropriate.
  • Assist other Team members with duties as assigned.

Qualifications

  • Possess a commitment to exceptional customer service with attention to detail.
  • Strong work ethic.
  • Able to work in a team environment.
  • Effective written and verbal communication skills.
  • Ability to efficiently use Outlook, Chrome and Excel and a willingness to learn the Agency Management software.
  • Prior office or customer service experience, preferably in a property/casualty insurance office.

Compensation

Hourly $16.00-$17.00/hr based on experience

About Rural Mutual

Rural Mutual has been recognized by the Ward Group as one of the top 50 property & casualty insurance companies in the country for the ninth consecutive year and is rated “A” with a positive outlook by AM Best.

We have also been named one of Madison Magazine’s “Best Places To Work”.

This is the kind of company you want to work for doing the kind of job you love to do…protecting people and property.

Rural Mutual places significant value in providing our policyholders best in class services, and provides competitive compensation packages for our employees.

We also provide all of the tools you need to be successful working from your home office including company vehicle and access to continued professional development and education.

Apply Now

Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.

Or quickly