Job description
Introduction:
Here’s what we expect:
Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Looking to join a vibrant organization that makes a difference?
At Church Mutual, our customers are at the heart of everything we do. For more than 125 years, we’ve made it our business to protect those who serve and inspire others through our specialized insurance expertise and innovative solutions. Our customers do amazing things for the world — when we protect them, we
Stand for Good. We foster a workplace where all employees are treated with dignity and respect; diversity, inclusion and belonging are woven into the fabric of our company through our customers, employees, leadership, business relationships and outreach programs.
What you’ll be doing::
As part of a team, provide timely solutions to customers primarily through telephone and email inquiries while optimizing the customer experience. Provide comprehensive direction regarding insurance coverages and options, information as requested, and resolution for concerns. Documentation of all inquiries and actions taken is required. Process transactions, complete required forms, and produce insurance documents. Determine eligibility for additional coverages and policies, including quoting and selling.
On any given day, you’ll::
Provide comprehensive direction and solutions to external and internal customers primarily through telephone and various written communication.
Promptly provide information in response to inquiries to handle and resolve concerns.- Create system documentation of all inquiries and actions taken while speaking with the customer. When appropriate, written communication will be used to respond to customers.
- Gather and enter system data to process transactions and produce contractually correct insurance documents. Document all decisions and communications associated with the process.
- Analyze, evaluate, and make decisions on eligibility of new business and quote endorsements, recognizing exposures and coverage alternatives. Offer risk management suggestions and adequately price insurance coverages. Complete required forms as necessary, including applications, surveys, and legal documents. This includes quoting and selling additional coverages and policies.
- Work collaboratively in a team environment to achieve corporate and team goals to enhance the customer experience. Assist others in work processes to accomplish team workload expectations.
- Extensive interaction with all Church Mutual customers, team members, sales force, and others related to Church Mutual operations.
- Remain current on company systems, forms, and procedures. Continue to develop knowledge of the property and casualty industry, religions, religious organizations, and operations specific to Church Mutual's business niche.
Obtain and maintain property and casualty insurance license. Within two months of completing the prelicensing class, must pass at least one of the two components of the State of Wisconsin licensing exam. The second component of the State of Wisconsin licensing exam must be passed within three months of completing the prelicensing class. Relevant licenses must be renewed and maintained in accordance with Church Mutual and applicable state requirements.
High school diploma or equivalent required.- Two years of customer service, industry, or equivalent work experience preferred. A two or four-year degree may waive all or a portion of the work requirement.
- Post-secondary education or participation in recognized insurance education courses is desirable.
- Strong verbal and written communication skills preferred.
- Experience documenting during telephone conversations strongly recommended.
- Excellent multi-tasking and prioritization skills desirable.
- Ability to learn modern technology and software from a variety of sources including but not limited to various Microsoft products desirable.
- Comfortable analyzing exposures to recognize areas of concern and offer appropriate solutions.
- Prefer working in a team environment recommended.
Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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