Established by Jeffrey Weiner, The JW Agency LLC located in Northbrook, Illinois is an independent, full-service, all lines agency, providing insurance, risk management, and business consulting services to our clients across the country, in all 52 states with a focus on the commercial insurance segment. The business model crosses several industries including Foodservice and Restaurants, Health Care, Distributors and Manufactures, Retail, Automotive, and all categories of Small Businesses.
Role Description
We are seeking a full-time Customer Service Representative Assistant who will work closely with our two existing, long-tenured Account Managers, servicing our existing Commercial Clients, as well as new clients. The
Assistant will be responsible for providing support to our team members and clients, while delivering excellent customer service.
Qualifications
Prior Commercial Insurance Experience who is currently Licensed in the state of Illinois (Insurance Producer License - Property and Casualty).
Familiarity/Experience with AMS360 Agency Management System
Bachelor's degree
Analytical Skills
Communication and Customer Service skills
Strong attention to detail and problem-solving abilities
Ability to work well in a team environment
Key Responsibilities include
Assists Account Managers with Servicing of Accounts
Processing of certificates of insurance and evidence of property, and requesting additional insured/loss payee endorsements as needed
Checking Policies and Endorsements for Accuracy
Request Loss Runs, Pull Experience MOD Worksheets as needed
Processes Claims and update Agency Management System with Claim Number, Adjuster Information and Miscellaneous Claim Correspondence.
Utilize Agency Management System to Document Activities and Suspense, Assist with updating the system with accurate policy and customer information
Processing of basic Bonds
Process Auto ID Cards
Follow-up with clients on Non-Payment Notices
Assist with collecting audit information and following up on year-end audit
What We Offer
Hybrid career, a balanced work from home and from our Northbrook headquarters
Average first-year earnings of at least $50K salary + year end performance based bonus
Paid time off (vacation and personal/sick days)
Group Health benefits
401k Retirement plan
Exceptional training with experienced team members
Opportunities for advancement and recognition as we promote from within
Dynamic Team Environment: Our workplace thrives on a small vibrant team atmosphere. While this position is in office/remote, you will always have lots of support