Risk Services Associate

Job Description

Job Description

Description:

The Risk Services Associate works to support Account Manager(s) by delivering excellent customer service, processes transactions according to agency defined workflows, cancel/reinstatement reports, and builds strong relationships with team members, carriers, clients, and our community.

Essential Duties and Responsibilities:

The essential functions include, but are not limited to the following:

• Establish and maintain a positive team-oriented relationship with colleagues.
• Adhere to company policies and procedures for workflow and documentation.
• Respond to daily telephone calls and requests for: ID cards, cancellations, payments and reinstatements.
• Review and process mail using procedures in place for support. Check incoming faxes and distribute as needed.
• Act as a gatekeeper of information by escalating requests to Account Managers when necessary. Responding to client or carrier needs, as directed by Account Managers while providing excellent service.
• Support our Agency objective to deliver excellent customer service by processing transactions according to our agency defined workflows, such as policy retrieval, renewals, endorsements, policy changes, loss run requests, and other similar transactions.
• Assist Account Managers in their efforts to document client and carrier interactions by attaching files to EPIC along with updating activities/notes according to our agency defined workflows.
• Assist Account Managers in their sales efforts by preparing summaries and proposals.
• Contribute to the enhancement of workflow documentation and process improvement.
• Develop expertise in the EPIC agency management system.
• Proficient in utilizing desktop applications such as MS Office (Excel, Word, Exchange).
• Expand knowledge of insurance coverages and grow both personally and professionally.
• Communicate quotes to account managers regarding costs, consequences, and obligations.
• Provide excellent service to our customers, carriers, and team members.
• Obtain Property and Casualty State of Maine Insurance License.
• Complete United Insurance’s Onboarding and Training program/checklist with trainer sign off.
• Meet or exceed expectations of job responsibilities.
• Performing other duties as assigned.

• Prior experience in related field preferred, but not required.
• High School diploma/equivalent required.
• Obtain state P&C licensing within 90 days of employment.
• Ability to multitask, organized, and time management skills.
• Self-motivated
• Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Positive, friendly, and professional attitude

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.