Receptionist/Account Service Representative

We are searching for a Receptionist that will grow into an Account Service Representative for an insurance brokerage and risk management firm in Montgomery, Al. The Receptionist/Account Service Representative candidate is someone who is looking for a new opportunity with room for advancement.
Once transitioned (3-4 months) to the Assistant Service Representative you will need to obtain your license and your CISR designation over several years as you assist on accounts and then you are transitioned to an Account Manager.

What You’ll Do as a Receptionist:
• Answer phones at front desk
• Scan and route mail via Imageright scanner system
• Accept packages
• Aid commercial lines department team by processing motor vehicle record requests
• Add/delete autos & drivers as requested
• Order supplies as requested
• Other duties as assigned

What You’ll Do as an Account Service Representative:
• Compiles data
• Performs routine and complex tasks
• Processes standard renewals

Other duties to help support the insurance process by performing the following duties:

Account Service: Assist Account Manager(s) in overall account service-related duties including, but not limited to policy changes, invoicing, certificate issuance for new and renewal business, audits, run MVR's, evidence of property certificates, updating Sagitta and ImageRight systems detail. Reviewing policy checklists to determine inaccuracies in policies and forwarding policies to clients (electronically & physically if requested & uploading to client portal).

Client Information/Requests: Receive and respond to client requests for information, policy changes, etc. Assist in obtaining coverage specifics, and other information necessary to prepare company applications/quotes for new and renewal business.

General Team Support: Keep Account Manager (s) and Producer(s) informed of major changes/problems. Answer telephone, maintain workflow within the team. Follow company procedures and provide general assistance to all team members.

What You’ll Need:
• Must have at least a High School Diploma or GED
• At least 1 year of related experience
• Ability to read and interpret policy and contract documents
• Ability to calculate figures and amounts such as discounts, interest, commissions, percentages
• Ability to understand and carry out instructions furnished in written, oral or diagram
• Must have great computer skills to include MS Office
• Certificates and Licenses: Property & Casualty License required. If not upon hire, must attain within 6 months of hire. CISR Certificate should be sought within 18 months to 2 years of hire.

The pay range for the Receptionist/Account Service Representative is $20/hour depending on experience and skill sets.

All offers of employment are contingent on the candidate meeting the background check and drug test requirements.

By applying for this position, you are confirming that the information you are providing is true and correct. You understand that the information you are providing will be sent to WorkForce Walker Personnel “Company” for the purpose of consideration for employment, but that Company has made no commitment (formal or otherwise) of employment to you at this time. By completing this application, you are authorizing Company to contact companies, schools, and persons named on this application, for the purposes of evaluation as a candidate for employment. You understand that providing false statements or answers, or purposefully omitting information, may result in a rejection of your application for employment, or actions up to and including immediate dismissal. It is the policy of Company to provide equal employment opportunities to all qualified applicants and employees regardless of race, religion, color, sex, age, national origin, marital status, disability, or any other legally protected status. No answer obtained from questions asked on this job posting will be used for any discriminatory purpose. By submitting this application, you authorize the Company to collect, use, store, etc., your personal information, to include texts and calls to your cell phone number, for employment related purposes.