Join the Spectrum Insurance team.
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An environment that fosters growth.
A company is only as good as the people behind it. We are always interested in meeting talented individuals who want to progress their careers and make a difference to our business.
We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well.
We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.
Open Positions
Account Manager – Commercial Lines (Eau Claire, WI)
Job Location:
Eau Claire, WI 54701,USA
Job Category:
Insurance Sales
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group is looking for an experienced Commercial Lines Account Manager to join our Eau Claire office. This position works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Qualified candidates will be licensed and have 3+years of commercial experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
- Act as primary contact for all day-to day service issues and other inquiries for assigned clients.
- Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
- Track, manage and document open issues keeping the client and agent informed on status and resolution.
- Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
- Quote, analyze and compare health, individual and ancillary quotes.
- Manage renewal timeline to ensure timely execution of client decisions.
- Prepare summaries of insurance, schedules, and proposals as needed for account review.
- Review client contracts and policies for accuracy.
- Support Agents as needed with new and renewal business presentations.
- Coordinate enrollment and information meetings between client and carrier.
- Maintains and updates agency management system.
- Builds relationship with clients through pro-active communications.
- Communicates and educates clients on latest trends, concerns and changes in the industry.
Requirements
Required Knowledge and Skills
- Knowledge of insurance products, rating, and underwriting procedures
- Practical knowledge of quoting process and tools
- Excellent verbal and written communication skills
- Strong analytical thinking, business acumen, and organizational skills
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
- Valid WI drivers license and acceptable driving history
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
WC Claims Advocate (Eau Claire, WI)
Job Location:
Eau Claire, WI 54701,USA
Job Category:
Insurance Sales
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group in Eau Claire, Wisconsin, is searching for a full-time Claims Advocate to join our Eau Claire office location.
The Claims Advocate assists our workers compensation clients in navigating through the insurance claims process with a focus on reducing the size and duration of work comp claims. The Claims Advocate educates clients on best practices and serves as a resource for Spectrum insurance producers and workers compensation claim adjusters on complex claim and recovery solutions.
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Retirement Savings Plan with Company Match
Responsibilities
- Organizes and manages claim documentation from date of injury through closure.
- Completes daily claim reviews on active claims.
- Addresses and responds to claim alerts and makes inquires on behalf of the client.
- Successfully communicates and builds relationships with Spectrum staff, producers, and various claim adjusters who serve the client.
- Coordinates with the Spectrum Risk Manager and Account Analyst on client development goals, injury trends, and experience mod reconciliations.
- Conducts and assists with client field calls and Spectrum Edge seminars.
- Provides client education and assistance, such as WC101, participation on safety committees, claim counseling, and implementation of best claim practices.
- Maintains familiarity with agency procedures and goals for growth and profit.
- Recognizes and solves experience mod errors by analyzing complicated insurance and bureau data.
- Develops and maintains occupational and vendor relations. This includes the carrier Nurse Line services, medical affiliations, and nonprofit return to work options.
- Maintains and records Spectrum Edge data on reserve reductions, inequity refunds, and experience mod corrections.
- Performs related duties as assigned by Spectrums leadership.
Requirements
Education and/or Work Experience Requirements
Bachelors degree and a minimum of (2) years of experience with work comp claims, work comp insurance sales, or commercial underwriting experience. Associate in claims designation and risk management background preferred.
Required Knowledge and Skills
- Highly proficient with Microsoft Office including Word, Excel, and PowerPoint
- Ability to organize, analyze, and problem solve complicated claim data
- Ability to cultivate professional relationships with carrier representatives
- Demonstrates good judgement and maintains confidentiality with sensitive information
- Self-directed and able to work confidently, independently, and multitask with changes inherent in injury recovery
- Exceptional verbal and written communication skills
- Strong organizational skills with a keen ability to prioritize and multi-task
Account Manager – Commercial Lines (Eden, WI)
Job Location:
Eden, WI 53019,USA
Job Category:
Insurance Sales
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group is looking for a Commercial Lines Account Manager for our Eden office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Qualified candidates will be licensed and have 3+ years of commercial experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
- Primary contact for all day-to-day service issues and other inquiries for assigned clients.
- Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
- Track, manage and document open issues keeping the client and agent informed on status and resolution.
- Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
- Quote, analyze and compare health, individual and ancillary quotes.
- Manage renewal timeline to ensure timely execution of client decisions.
- Prepare summaries of insurance, schedules, and proposals as needed for account review.
- Review client contracts and policies for accuracy.
- Support Agents as needed with new and renewal business presentations.
- Coordinate enrollment and information meetings between client and carrier.
- Maintains and updates agency management system.
- Builds relationship with clients through pro-active communications.
- Communicates and educates clients on latest trends, concerns and changes in the industry.
Requirements
Required Knowledge and Skills
- Knowledge of insurance products, rating, and underwriting procedures
- Practical knowledge of quoting process and tools
- Excellent verbal and written communication skills
- Strong analytical thinking, business acumen, and organizational skills
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
- Valid WI driver’s license and acceptable driving history
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Account Manager – Personal Lines (Eden, WI)
Job Location:
Eden, WI 53019,USA
Job Category:
Insurance Sales
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group is looking for a Commercial Lines Account Manager for our Eden office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Qualified candidates will be licensed and have 3+ years of personal lines experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
- Primary contact for all day-to-day service issues and other inquiries for assigned clients.
- Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
- Track, manage and document open issues keeping the client and agent informed on status and resolution.
- Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
- Quote, analyze and compare health, individual and ancillary quotes.
- Manage renewal timeline to ensure timely execution of client decisions.
- Prepare summaries of insurance, schedules, and proposals as needed for account review.
- Review client contracts and policies for accuracy.
- Support Agents as needed with new and renewal business presentations.
- Coordinate enrollment and information meetings between client and carrier.
- Maintains and updates agency management system.
- Builds relationship with clients through pro-active communications.
- Communicates and educates clients on latest trends, concerns and changes in the industry.
Requirements
Required Knowledge and Skills
- Knowledge of insurance products, rating, and underwriting procedures
- Practical knowledge of quoting process and tools
- Excellent verbal and written communication skills
- Strong analytical thinking, business acumen, and organizational skills
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
- Valid WI driver’s license and acceptable driving history
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Customer Service Representative – Personal Lines (Eden, WI)
Job Location:
Eden, WI 53019,USA
Job Category:
Customer Service Representative
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group is searching for a Customer Service Representative to join our Personal Lines team in Eden, Wisconsin.
In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors, enter change requests and endorsements, and maintain our agency management system with current information.
Qualified candidates will hold their Property & Casualty License and have a minimum of 1-3 years of personal lines experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
Production Support
- Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers
- Prepares proposals and renewal summaries
- Maintains agency management system with up-to-date and accurate data
- Administers processing and suspense of new business, renewals, cancellations, and endorsement requests
- Prepares certificates, binders, surety bonds and general correspondence
- Completes MVR requests and trucking certificates according to scheduled rotation
- Administers change requests and endorsements
- Completes applications in coordination with Agent, Account Manager/Executive
- Answers incoming phone calls, greets and assists agency visitors
- Acts as primary and/or secondary back-up to front desk receptionist, if applicable
Administrative
- Organizes tasks and resources to complete work and meet deadlines according to established procedures
- Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
- Responds to incoming phone calls and emails promptly and effectively
- Performs basic office functions including emailing, filing, scanning, copying, and faxing
Customer Service
- Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction
- Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
- Answers customer questions and resolves complaints in a timely and efficient manner
- Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Requirements
Education and/or Work Experience Requirements
High School diploma or equivalent required. Associates or Bachelors degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of one-year insurance industry experience in personal lines.
Required Knowledge and Skills
- Excellent verbal and written communication skills
- Strong analytical thinking and organizational skills
- Ability to interact professionally and effectively with customers and team members
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Account Manager – Commercial Lines (Hudson, WI)
Job Location:
Hudson, WI, 54016, USA
Job Category:
Insurance Sales
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group is looking for a Commercial Lines Account Manager for our Hudson office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Qualified candidates will be licensed and have 3+ years of commercial experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
- Primary contact for all day-to-day service issues and other inquiries for assigned clients.
- Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
- Track, manage and document open issues keeping the client and agent informed on status and resolution.
- Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
- Quote, analyze and compare health, individual and ancillary quotes.
- Manage renewal timeline to ensure timely execution of client decisions.
- Prepare summaries of insurance, schedules, and proposals as needed for account review.
- Review client contracts and policies for accuracy.
- Support Agents as needed with new and renewal business presentations.
- Coordinate enrollment and information meetings between client and carrier.
- Maintains and updates agency management system.
- Builds relationship with clients through pro-active communications.
- Communicates and educates clients on latest trends, concerns and changes in the industry.
Requirements
Required Knowledge and Skills
- Knowledge of insurance products, rating, and underwriting procedures
- Practical knowledge of quoting process and tools
- Excellent verbal and written communication skills
- Strong analytical thinking, business acumen, and organizational skills
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
- Valid WI driver’s license and acceptable driving history
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Account Manager – Commercial Lines (Rochester, MN)
Job Location:
Hudson, WI, 54016, USA
Job Category:
Insurance Sales
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group is looking for a Commercial Lines Account Manager for our Rochester office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Qualified candidates will be licensed and have 3+years of commercial experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
- Act as primary contact for all day-to day service issues and other inquiries for assigned clients.
- Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
- Track, manage and document open issues keeping the client and agent informed on status and resolution.
- Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
- Quote, analyze and compare health, individual and ancillary quotes.
- Manage renewal timeline to ensure timely execution of client decisions.
- Prepare summaries of insurance, schedules, and proposals as needed for account review.
- Review client contracts and policies for accuracy.
- Support Agents as needed with new and renewal business presentations.
- Coordinate enrollment and information meetings between client and carrier.
- Maintains and updates agency management system.
- Builds relationship with clients through pro-active communications.
- Communicates and educates clients on latest trends, concerns and changes in the industry.
Requirements
Required Knowledge and Skills
- Knowledge of insurance products, rating, and underwriting procedures
- Practical knowledge of quoting process and tools
- Excellent verbal and written communication skills
- Strong analytical thinking, business acumen, and organizational skills
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
- Valid WI drivers license and acceptable driving history
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Front Desk Receptionist (Wausau, WI)
Job Location:
Wausau, WI, 54401, USA
Job Category:
Admin / Secretarial
Job Type:
Full-Time
Remote Type:
No
Job Description:
We are looking for YOU to join our team and be our NEW Front Desk Receptionist at our Wausau location. You will support our team by:
- Answering incoming phone calls;
- Greeting and directing insurance office visitors;
- Administering change requests and endorsements;
- Entering data into our agency management system;
- Providing administrative support to the location.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
Administrative
- Receives and accurately sorts and distributes incoming mail
- Ensures incoming faxes are emailed to the appropriate person or department
- Completes MVR requests and trucking certificates according to scheduled rotation
- Maintains agency management system with up-to-date and accurate data
- Administers change requests and endorsements
- Assists with processing and suspense of new business, renewals, cancellations, and endorsement requests
- Completes applications in coordination with Agent, Account Manager/Executive
- Performs basic office functions including emailing, filing, scanning, copying, and faxing
- Assists other departments with mailing, filing, generating letters, and assembling binders
- Updates and maintains employee and departmental phone directories
- Documents customer comments and account changes and relays to appropriate person
- Orders hospitalization and memorial gifts upon request and according to policy
- Organizes tasks and resources to complete work and meet deadlines according to established procedures
- Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
- Assists with Customer Service Representative and Agency Services Representative duties as needed
Customer Service
- Welcomes and greets members and visitors over the phone and in person
- Answers incoming phone calls and efficiently directs callers to the appropriate person
- Greets and offers coffee or water to walk-in customers
- Answers customer questions and resolves complaints in a timely and efficient manner
- Delivers exceptional customer service according to Spectrum???s Customer Service Standards with a goal of exceeding customer expectations with every interaction
- Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
- Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
- Communicates effectively and respectfully with all employees, visitors, and customers
- Interacts in a cooperative and professional manner with all employees, clients, customers and/or vendors
Requirements
Education and/or Work Experience Requirements
High School diploma or equivalent. Associates degree and insurance industry experience preferred.
Required Knowledge and Skills
- Effective listener with friendly, welcoming interpersonal skills
- Proficient with Microsoft Office including Outlook, Word, and Excel
- Ability to operate a multi-line telephone
- Excellent verbal and written communication skills
- Highly organized with the ability to prioritize and multi-task
- Attention to detail and ability to complete tasks with a high degree of accuracy
- Ability to follow existing processes, procedures, and verbal instruction
Customer Service Representative - Personal Lines ( La Crosse, WI)
Job Location:
La Crosse, WI, 54603, USA
Job Category:
Customer Service Representative
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group is searching for a Customer Service Representative for the front desk in our La Crosse office. The Customer Service Representative will have personal and/or commercial lines experience.
In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors, enter change requests and endorsements, and maintain our agency management system with current information.
Qualified candidates will hold their Property & Casualty License and have a minimum of 1-3 years of personal or commercial lines experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
Production Support
- Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers
- Prepares proposals and renewal summaries
- Maintains agency management system with up-to-date and accurate data
- Administers processing and suspense of new business, renewals, cancellations, and endorsement requests
- Prepares certificates, binders, surety bonds and general correspondence
- Completes MVR requests and trucking certificates according to scheduled rotation
- Administers change requests and endorsements
- Completes applications in coordination with Agent, Account Manager/Executive
- Answers incoming phone calls, greets and assists agency visitors
- Acts as primary and/or secondary back-up to front desk receptionist, if applicable
Administrative
- Organizes tasks and resources to complete work and meet deadlines according to established procedures
- Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
- Responds to incoming phone calls and emails promptly and effectively
- Performs basic office functions including emailing, filing, scanning, copying, and faxing
Customer Service
- Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction
- Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
- Answers customer questions and resolves complaints in a timely and efficient manner
- Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Requirements
Education and/or Work Experience Requirements
High School diploma or equivalent required. Associates or Bachelors degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of one-year insurance industry experience in personal and/or commercial lines.
Required Knowledge and Skills
- Excellent verbal and written communication skills
- Strong analytical thinking and organizational skills
- Ability to interact professionally and effectively with customers and team members
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Customer Service Representative - Personal Line (Oshkosh, WI)
Job Location:
Oshkosh, WI, 54901, USA
Job Category:
Customer Service Representative
Job Type:
Full-Time
Remote Type:
No
Job Description:
Spectrum Insurance Group is searching for a Customer Service Representative for the front desk in our Oshkosh office. The Customer Service Representative will have personal and/or commercial lines experience.
In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors, enter change requests and endorsements, and maintain our agency management system with current information.
Qualified candidates will hold their Property & Casualty License and have a minimum of 1-3 years of personal or commercial lines experience.
Benefits
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Flexible Spending Accounts
- Short and Long Term Disability
- Accident and Critical Illness Insurance
- Long Term Care Insurance
- Identity Theft Protection
- Paid Holidays
- Paid Time Off
- 401K Plan
Responsibilities
Production Support
- Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers
- Prepares proposals and renewal summaries
- Maintains agency management system with up-to-date and accurate data
- Administers processing and suspense of new business, renewals, cancellations, and endorsement requests
- Prepares certificates, binders, surety bonds and general correspondence
- Completes MVR requests and trucking certificates according to scheduled rotation
- Administers change requests and endorsements
- Completes applications in coordination with Agent, Account Manager/Executive
- Answers incoming phone calls, greets and assists agency visitors
- Acts as primary and/or secondary back-up to front desk receptionist, if applicable
Administrative
- Organizes tasks and resources to complete work and meet deadlines according to established procedures
- Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
- Responds to incoming phone calls and emails promptly and effectively
- Performs basic office functions including emailing, filing, scanning, copying, and faxing
Customer Service
- Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction
- Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
- Answers customer questions and resolves complaints in a timely and efficient manner
- Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Requirements
Education and/or Work Experience Requirements
High School diploma or equivalent required. Associates or Bachelors degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of one-year insurance industry experience in personal and/or commercial lines.
Required Knowledge and Skills
- Excellent verbal and written communication skills
- Strong analytical thinking and organizational skills
- Ability to interact professionally and effectively with customers and team members
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Application
We are passionate about serving our clients, developing our professionals and giving back to our communities. If you are a committed professional with a passion for delivering unparalleled service, we are interested in hearing from you.
Company Benefits
Join our team and enjoy these benefits as you take your career to the next level!
- 401(k)
- Dental
- Vision
- Medical
- Paid Vacation
- Paid Holidays
