Job Description
Essential Duties and Responsibilities
- Monitor service inbox for timely response to all customer requests. Set priorities and process requests with accuracy and sense of urgency.
- Provide support for more client service issues including, but not limited to Certificates of Insurance, Vehicle and Driver changes and ensure that the agency management system is updated daily.
- Process endorsements through the agency management system and communicate to the insurance company and/or MGA; follow up to ensure changes are complete
- Accurately maintain electronic documentation of activities and communications.
- Assist in the resolution of commission differences and billing issues.
- As needed, order loss runs, MVRs, and experience modifiers.
- Enter loss run information and prepare loss summaries for new and renewal submissions.
- Process payments and finance agreement quotes.
EDUCATION, SKILLS, AND ABILITIES REQUIRED
- Demonstrated sense of urgency, detail-oriented, excellent organizational and time management skills.
- Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, and PowerPoint.
- Familiar with the use of an Agency Management System and document management system-specifically AMS360, a plus
- Strong interpersonal skills and a customer service focus with high standards of quality
- High degree of self-discipline and motivation
- Able to work independently with minimal supervision and as part of a team
- Strong written and verbal communication skills; professional presentation
- High school diploma or the equivalent; some college, or degree
- Previous insurance related experience a plus
OUR BUSINESS
Were a diversified financial service company that provides community banking, national lending and commercial finance solutions. We are also a leading provider of factoring services and an innovator of payment solutions for the transportation industry. Our focus on creating value helps our team members thrive, our customers succeed and our communities prosper.
We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.
OUR PURPOSE
Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.
OUR CORE VALUES
Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to:
? Transparency
? Respect
? Investing for the future
? Unique is good
? Mission is more than the money
? People make the difference
? Humility
FOCUS ON SERVING OTHERS
At Triumph, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas:
? Training future leaders
? Establishing viable communities
? Giving people a second chance
? Serving the less fortunate
We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.