Account Service Representative, P&C

South Bend, IN - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!

As a majority employee-owned organization our incredible team is committed to providing exceptional service incorporating best practices and providing access to tools and resources that keep our colleagues and employees educated informed and on a path that helps them find and own their edge.

Our Core Values are lived in our business and our culture is fueled by them.

Create a Great Experience
Do the Right Thing
Play for Each Other
Pursue Growth
Own Your Future

The Account Service Representative is an integral part of Gibsons Commercial Risk Management (CRM) Practice. This individual is responsible for creating an excellent internal experience and supporting the client experience by performing maintaining the agency management database and handling administrative tasks as directed.

In this role you will contribute to the team by:

Providing quality service through completion of account-related tasks.

Following-up on outstanding policy and policy-related documents. Ensuring all contingencies are cleared in order to receive documents and working with client service team to clear open contingencies.

Issuing certificates and proofs of insurance as requested. Confirming coverage needs or coverage gaps with client service team. Communicating as appropriate with client service team and carrier.

Assisting service team in processing questions related to policy and endorsement processing.

Ensuring accuracy of carrier documents

Conducting research within file documentation

Thoroughly documenting tasks and relevant interactions in our agency management system

Informing client service team of developments or roadblocks in completion of duties.

Performing other duties and special projects as assigned.

Acting as a backup to team personnel as needed.

Maintaining positive attitude; responding promptly; and ensuring high-quality Gibson Experience.

Maintaining confidential information.

You might be a great fit for this role if you:

Love marking tasks off a to-do list

Excel at prioritizing competing demands and proactively managing your workload

Are driven to meet deadlines

Have a knack for thorough documentation

Enjoy working in a fast-paced team environment

Enjoy working behind the scenes to support the client service team

Exhibit patience determination and persistence in troubleshooting client issues

Required:

High school diploma or equivalent

Current Property & Casualty license or the ability to attain within the first 60 days of employment

1 year working in a client service role with an agency setting or formal education within the insurance employee benefits or financial services industry is preferred

About Gibson:

We exist to pursue the best interests of our clients. And we do it together sharing what we learn from client to client moment to moment and digging deeper to see things others cant or dont bother to. Thats how we get to the proactive side of insurance where our clients really gain their edge.

Here are some noteworthy facts about Gibson:

Founded in 1933
Majority Employee-Owned
Business Insurance Top 100 U.S. Broker
Designated as one of the Best Places to Work
Locations in South Bend IN Fort Wayne IN Indianapolis IN Chicago IL Kalamazoo MI Phoenix AZ Tucson AZ Salt Lake City UT
A member of the Unison Risk Advisors platform of companies
Comprehensive benefit offering available to chose from

Required Experience:

Unclear Seniority

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!As a majority employee-owned organization our incredible team is committed to providing exceptional service incorporating best practices and providing access to tools and resources that keep our colleagues and employees educated informed and on a path that hel...