Commercial Insurance Service Assistant

Commercial Insurance Service Assistant

Why Wagner Insurance?

At Wagner Insurance, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. As a key team member, you will be critical to our success and growth. We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged.  For more information on Wagner Insurance, check out our website: https://www.wagner-ins.com.

Position Summary: The Commercial Customer Service role is crucial to Wagner Insurance as it partners with our Account Managers to provide efficient and effective service to our clients, ensuring their data is accurate and that COIs are promptly provided to meet their needs. This role is essential for driving the company's success through customer retention and sales, reflecting the organization’s core values.

The base pay for this position is $45,000 with the ability to earn referral and cross-selling bonuses.

Essential Functions:

1. COI Processing (70%) Process COIs and provide necessary documentation to the requestor within 24 hours

• Process COIs and provide necessary documentation to the requestor
• Process state COIs as required

• Enter claims, NOC, and alert actions following completion of requirements with documentation scanned and noted in Agency Management System (AMS). 
• Assist in the renewal process, including gathering required documents and uploading them into the AMS
• Review completed business paperwork for compliance with guidelines
• Order and track loss run requests
• Provide Account Manager backup as required
• Document coverage discussions, quotes, declinations, client changes, and coverage changes in AMS
• Promptly and accurately interact with clients and team to prevent error and omission claims
• Identify insurance needs, gaps in coverage, loss exposure, and cross-selling opportunities alert AMS to recommend appropriate coverages
• Request referrals from customers and associates and respond to the referrals in a timely manner
• Complete additional tasks and projects assigned
• Attend daily, weekly, and monthly staff meetings

Job Specifications/Qualifications:

Education and Training:

• High School Diploma
• Texas Property and Casualty License (required)

Experience:

• 1 or more years of customer service experience in commercial insurance
• 1 or more years of Certificate of Insurance experience
• Applied EPIC experience preferred

Skills & Abilities:

• Exceptional customer service and problem-solving skills
• Collaborative Team player with a confident and mature attitude
• Knowledgeable in all business insurance products with strong business acumen
• High emotional intelligence, ability to build rapport quickly, and establish trust
• High responsiveness and follow-through with excellent communication and interpersonal skills
• Ability to accurately work within insurance software to add, review, and update and review customer data

What We Offer:

• Competitive salary and benefits package.
• Professional growth and development opportunities.
• A supportive and collaborative work environment.
• Access to Company assets: Company laptop and/or desktop computers.