Agency Assistant

Jewelers Mutual Insurance Company, the nation's only company exclusively insuring the jewelry industry is hiring for an Agency Assistant!

WHY Jewelers Mutual: 

We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise the tide of the jewelry industry we’ve served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.

With a generous benefits package, office locations throughout the United States, and a mantra of “making your mark today”, consider evolving your career and shining bright with Jewelers Mutual Group!

SUMMARY

Provides superior administrative service to current and future policyholders and agents by effectively building strong professional relationships to meet revenue, service, and retention goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Answers calls and assists customers and prospects for the agency and service center.
• Distributes postal mail to agency staff.
• Receives, sets up and distributes leads to agency staff.
• Index and transact various documents from daily postal and scanned mail.
• Download and reconcile daily Agency Management System (AMS) reporting
• Review all insurance policies, endorsements and invoices for accuracy.
• Process checks and ACH payments for the Personal Lines (PL) agency.
• Daily data entry for new and current policy holders into AMS, maintaining document per company standards.
• Data entry during acquisitions or transferred books of business.
• Identifies and recommends process improvement opportunities and assists in the development and maintenance of written procedures and forms as needed.
• Create and manage agency reporting, which requires strong analytical skills.
• Assists agents with customer service-related activities for new and current policy holders
• Reconciles and manages the monthly agent’s commission balancing statement.
• Assist and support Agents with other miscellaneous administrative task as needed.
• Download documents from various carrier sites and various portals.
• Replies to Commercial Lines (auto, general liability, property, etc.) and/or PL general information requests.
• Manage the completion of policy renewals, endorsements, and cancellations including quotation and negotiation.
• Generates certificates of insurance and send accordingly.
• Maintain DocuSign processes for renewals, certificates, applications, etc. to help reduce costs and improve efficiencies.
• Coordinates and organizes team meetings, luncheons and teambuilding activities as needed.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

LEADERSHIP RESPONSIBILITIES

None

QUALIFICATIONS

• Associate’s degree in Business or related field preferred; or 1-2 years related customer service experience and or/training; or equivalent combination of education and experience.
• Advanced skills in MS Office products including Word, Excel, PowerPoint, and Outlook.

CERTIFICATES, LICENSES, REGISTRATIONS

None

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.