Capital / Insurance Services Corp. (CISC) is seeking a licensed CSR with full working knowledge of commercial lines insurance coverage including professional liability. Candidates must be well organized, energetic, with proven computer skills. Knowledge of Applied Systems a plus. Position requires selling, servicing and insurance placement experience.

Primary Responsibilities include:

• Interface, review endorsements
• Certificates / Evidence of insurance
• Process audits
• Past dues & reinstatements
• Process returned renewal letters as assigned
• Process endorsements as assigned
• Process renewal declarations as assigned
• Prepare renewal letters as assigned
• Company final cancels & non-renewals
• Re-quotes due to increases & re-quote from non-standard carriers
• Process items in image inbox
• Rewrites due to cancel for non-payment w/ same company

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education / Experience

Three to five years of related experience in a customer focused position or equivalent combination of education and experience.

Language Skills

Reads and comprehends simple instructions, short correspondence, and letters. Writes simple correspondence. Presents information in a one-on-one and small group settings to customers, clients, and other employees.

Mathematical Skills

Adds, subtracts, multiplies, and divides using whole numbers, and decimals. Computes rate, ratio, and percent.

Reasoning Ability

Applies common sense understanding to carry out detailed, uninvolved, written or oral instructions. Deals with problems involving a few concrete variables in standard situations.

Physical Demands

Regularly required to sit. Use hands to finger, handle, or feel. Reach with hands, arms. Must be able to talk and hear. Required to stand and walk, stoop, kneel, crouch, or crawl. Must frequently lift and move up to 10 pounds and on occasion lift or move up to 25 pounds.

Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

Job Competencies

To perform the job successfully, an individual must demonstrate the following competencies:

Problem Solving - Identify and resolve problems in a timely manner; gather and analyze the information skillfully. Develop alternative solutions and work in a team to problem solve situations. Uses reasoning when dealing with emotional topics.

Technical Skills - Assess own strengths and weaknesses. Pursues training and development opportunities. Implements action plans from training. Strives to continuously build knowledge and skills; Shares expertise with others.

Customer Services - Manages difficult or emotional customer situations; Responds promptly to customer needs. Solicits customer feedback to improve service. Responds to requests for service and assistance. Meets commitments.

Interpersonal Skills - Focuses on solving conflict, not blaming. Maintains confidentiality. Listens to other without interrupting; keeps emotions under control. Remains open to others’ ideas and tries new things. Addresses problems directly with the individual involved.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and asks for clarification. Responds well to questions. Participates actively in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs. Presents numerical data effectively. Able to read and interpret written information.

Teamwork - Exhibits objectivity and openness to others’ views; Gives and welcomes feedback. Contributes to building a positive team spirit; puts success of team above own interests; Supports everyone’s effort to succeed.

Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.

Cost Consciousness – Works within approved budget. Develops and implements cost-savings measures.

Diversity – Shows respect and sensitivity for cultural differences. Promotes a harassment-free environment.

Ethics – Treats people with respect. Keeps commitments. Inspires the trust of others. Works with integrity and ethically. Upholds organizational values.

Organizational Support – Follows policies and procedures. Completes tasks correctly and on time. Supports organization’s goals and values.

Judgement – Displays willingness to make decisions in a timely manner. Exhibits sound and accurate judgement. Supports and explains reasoning for decisions. Includes appropriate people in decision-making process.

Motivation – Sets and achieves challenging goals. Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Takes calculated risks to accomplish goals.

Planning / Organization – Prioritizes and plans work activities. Uses time efficiently. Plans for additional resources. Develops realistic action plans.

Professionalism – Approaches others in a tactful manner. Reacts well under pressure. Treats other with respect and consideration regardless of their status of position. Accepts responsibility for own actions. Follows through on commitments.

Quality – Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality. Applies feedback to improve performance. Monitors own work to ensure quality.

Safety / Security – Observes safety and security procedures. Reports potentially unsafe conditions. Uses equipment and material properly.

Adaptability – Adapts to changes in the work environment. Manages competing demands. Changes approach or method to best fit the situation. Able to deal with frequent changes, delays, or unexpected events.

Attendance / Punctuality – Consistently arrives to work on time. Ensures work responsibilities are covered when absent. Arrives at meetings and appointments on time.

Dependability – Follows instructions. Responds to management direction. Takes responsibility for own actions. Keeps commitments. Completes tasks on time or notifies appropriate person with an alternative plan.

Initiative – Volunteers readily. Undertakes self-development activities. Seeks increased responsibilities. Takes independent actions and calculated risks. Looks for and takes advantages of opportunities. Asks for and offers help when needed.

Innovation – Displays original thinking and creativity. Meets challenges with resourcefulness. Develops innovative approaches and ideas. Presents ideas and information in a manner that gets others’ attention.

Work Remotely

• No

Job Type: Full-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Disability insurance
• Health insurance
• Paid time off

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Sales Experience: 3 years (Preferred)

License/Certification:

• Insurance Producer License (Preferred)

Work Location: In person