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If you’re interested in a great career opportunity with Rich & Cartmill as a customer service representative (CSR), please contact us using the form below.
Job Openings
Customer Service Representative (Benefits Department)
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SUMMARY: Services new and existing accounts. Processes and maintains commission information. Maintains renewal of licenses of Producers and contracts with carriers. Partners with the Producers to meet and exceed customer’s service expectations.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Include the following. Other functions may be assigned as business conditions change.
Maintain confidentiality. All information in the benefit department is considered confidential. Do not discuss clients, their employees, their benefit programs or any information given to us by a client outside of the appropriate work context.
Log in commissions, allocate to the proper producer and reconcile commission statements on a daily basis.
Process resident and non-resident license applications, license renewals, carrier contracts and appointments.
Functions include taking customer calls, following-up with insurance providers and customers to resolve problems, answer questions, compose correspondence and produce reports.
Maintain the customer and computer files in the proper order as well as documenting conversation, changes, requests for changes, etc. Follow up to ensure the desired outcome was achieved.
Prepare, process, review and monitor various documents such as renewals, RFPs, policies, renewals, claim information, applications, changes, amendments, contracts, etc. for individual and group life and health policies.
Greet customers & carriers in a courteous manner, take customer calls, follow-up with insurance providers and customers to resolve problems, answer questions, compose correspondence and produce reports. Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Prepare and present for review quotes for coverage based on producer instructions as well as accounts that the CSR works on independently of the producers. Maintain and prioritize all projects so that completion is as scheduled.
Become liaison between client and carrier in regards to termination, premium collection, claims processing and billing situations, etc.
Complete all work in a timely manner as set forth by the producers and the CSR. Keep the producers informed of the status of the work on the CSR desk on a daily basis. Alert the producers of any potential problems as soon as they are apparent.
Provides advisory support and assistance to producers and other department members as needed. Assist with other department duties as the need arises, i.e., vacation or PTO of other department members.
Attends seminars or educational activities to stay up to date on the latest developments and trends in the industry. Apply this knowledge in the day-to-day activities.
Maintain your insurance license by attending continuing education classes and seminars.
Performs in a manner that will prevent errors and omissions.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and five plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customer details of policies such as additional coverage’s and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
CSR license. CISR designation. CIC designation as experience level rises.
OTHER SKILL AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Willingness to take responsibility and initiative.
Customer Service Representative Assistant
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SUMMARY: The position of Customer Service Representative Assistant is to process paperwork as outlined below for the Customer Service Representative(s) they are assisting. This position maintains a working knowledge of all processing procedures and standards of the agency and utilizes these procedures and standards when assisting the CSR. This is a training position for becoming a Customer Service Representative.
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FLSA STATUS: Non -Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Include the following; other functions may be assigned as business conditions change.
Check and process new business and renewals in accordance with new business and renewal business procedures to include utilization of required policy checklist. Notify CSR of any discrepancies or potential problems on accounts.
Process endorsements checking against change requests and documentation in the computer system for accuracy. As experience increases process endorsements online.
Process change requests online or via email at the CSR’s request. Utilization of the change request procedure required.
Prepare any certificates, evidences of property forms and auto ID cards as instructed by CSR. CSR should create new business or renewal templates.
Check and process audits as requested, utilization of the audit procedure required.
Process confirmed cancellations as requested, utilization of the cancellation procedure required.
Order loss runs online as requested by CSR.
Check all outgoing correspondence (i.e. any letter processed through the system) for accuracy, spelling, grammar and comprehension.
Scanning/Attaching to EPIC as instructed by CSR following the Categories List to ensure attaching correctly to the system.
Check daily and maintain suspense items.
Assume other job responsibilities as assigned by supervisor.
Attend CSR meetings. Follow procedures located on the intranet and keep updated on changes.
Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator and/or supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and two to three years in office setting; or equivalent combination of education and experience. Insurance agency experience preferred. Basic computer skills necessary.
LANGUAGE SKILLS:
Ability to read insurance policies, coverage’s, documents and regulations. Ability to write business correspondence. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license not required, but must obtain within one year.
OTHER SKILLS AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Skill and ability to receive instruction and follow instructions.
Customer Service Representative
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SUMMARY: To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
SUMMARY: To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Service commercial line accounts as assigned in an effort to prevent errors and omissions.
Service commercial lines customers by handling phone calls, resolving customer problems, discussing coverage and answering questions to the best of your ability in a professional and courteous manner.
Keep producers fully informed of all-important activities on their accounts. Be sensitive to potential problems and inform the producer or your supervisor.
In cooperation with producers, prepare company submission for new and renewal business quotations. Follow procedures outlined on New Business or Renewal Business workflow. Prepare summaries of insurance, statements of values, proposals and various documents as requested by the producer.
Review all new business and renewal polices following established procedures. Ensure EPIC file is accurate and updated at all times. Including correct coverage limits, forms, premium and commission.
Process new and renewal policies according to agency standards. Prepare all needed invoices, binders, certificates, evidence of property forms, auto ID cards and correspondence.
Attach all necessary correspondence and documentation to appropriate new business, current and/or expired policies in EPIC utilizing the correct attachment category.
Prioritize workflow on desk and process accordingly. Process mail daily.
Process audits following the established workflow procedures.
Check daily and maintain suspense items.
Report to company and producer all claims. Follow established procedure.
Prepare premium financing agreements as needed. Follow established procedure.
Notify producers of past due account and follow cancellation procedures as necessary.
Order MVRs when required and/or requested. Follow established guidelines.
Maintain required license.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry.
Fill in for absent CSRs as directed by supervisor.
Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator or supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and five plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customer details of policies such as additional coverage’s and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
CSR license. CISR designation. CIC designation as experience level rises.
OTHER SKILL AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Willingness to take responsibility and initiative.
Executive Administrative Assistant
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SUMMARY: Executive Administrative Assistant role to the Director of Operations. Coordinate and attend all internal company marketing meetings in the Tulsa office. Maintain compliance for personnel resident and non-resident licensing, appointments. Assist management on projects/tasks assigned.
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FLSA STATUS: Non-Exempt
REPORTS TO:DOO
ESSENTIAL DUTIES AND RESPONSIBILITIES FOR MARKETING/LICENSING/CORPORATE REPORTING:
Performs administrative support to DOO and senior executive management.
Demonstrates sound judgment, discretion to work with confidential information, ability to develop workable solutions within every day work activities (managing calendars, meeting arrangements), professionalism to work with personnel of all levels in the organization, and collaboration with executive team members.
Coordinates special projects for senior management, collaborating with others as needed.
Independently composes and distributes correspondence, memos, and other complex documents and reports, which require the use of office technologies and software applications.
Coordinate and attend all internal company marketing meetings in the Tulsa office.
License new personnel and renew agency Oklahoma resident licenses. Coordinate license renewals for OKC and MO.
Coordinate with vendor to License Personnel and Agency in Non-Resident states.
Appoint and renew Appointments for Producers and Agency with companies.
Liaison for Agency with companies, vendors, resident and non-resident licensing state regulatory bodies, other agencies and provide other corporate information.
Maintain R&C compliance with companies’ and resident and non-resident licensing regarding requirements and state regulations.
Retrieve CO OP monies from companies and research new programs available.
Projects as given by Senior Executive Management.
EDUCATION/EXPERIENCE:
Some college with course work in Marketing, Business, Accounting, etc. desirable. Typically a minimum eight years strong administrative experience. Strong knowledge of the insurance industry and the business unit.
LANGUAGE SKILLS/KNOWLEDGE:
Exceptional written and verbal communication skills including professional etiquette. Excellent interactive skills with the ability to work independently and proactively. Exceptional organizational skills including ability to prioritize and coordinate multiple projects.
COMPUTER SKILLS:
Must have strong skills in Microsoft Excel and Word. Must be able to create, maintain and navigate through various spreadsheets and apply the information accordingly.
OTHER SKILLS AND ABILITIES:
Must be able to organize and prioritize duties on a daily basis. Must be able to handle many tasks confidently and accurately and must be able to meet deadlines.
Due to the nature of this position and all it entails, working remotely will not be an option.
Commercial Lines Account Manager
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SUMMARY: To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Service commercial line accounts as assigned in an effort to prevent errors and omissions.
Service commercial lines customers by handling phone calls, resolving customer problems, discussing coverage and answering questions to the best of your ability in a professional and courteous manner.
Keep producers fully informed of all-important activities on their accounts. Be sensitive to potential problems and inform the producer or your supervisor.
In cooperation with producers, prepare company submission for new and renewal business quotations. Follow procedures outlined on New Business or Renewal Business workflow. Prepare summaries of insurance, statements of values, proposals and various documents as requested by the producer.
Review all new business and renewal polices following established procedures. Ensure EPIC file is accurate and updated at all times. Including correct coverage limits, forms, premium and commission.
Process new and renewal policies according to agency standards. Prepare all needed invoices, binders, certificates, evidence of property forms, auto ID cards and correspondence.
Attach all necessary correspondence and documentation to appropriate new business, current and/or expired policies in EPIC utilizing the correct attachment category.
Prioritize workflow on desk and process accordingly. Process mail daily.
Process audits following the established workflow procedures.
Check daily and maintain suspense items.
Report to company and producer all claims. Follow established procedure.
Prepare premium financing agreements as needed. Follow established procedure.
Notify producers of past due account and follow cancellation procedures as necessary.
Order MVRs when required and/or requested. Follow established guidelines.
Maintain required license.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry.
Fill in for absent CSRs as directed by supervisor.
Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator or supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and five plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customer details of policies such as additional coverage’s and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
CSR license. CISR designation. CIC designation as experience level rises.
OTHER SKILL AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Willingness to take responsibility and initiative.
Personal Lines Account Manager
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SUMMARY: Responsible for the service of personal lines accounts and to provide prompt, accurate and courteous service to insureds, producers and insurance companies regarding those accounts.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Perform in a manner that will prevent errors and omissions by following all agency systems, procedures and insurance company regulations.
Take customer calls, follow-up with insurance providers and customers to resolve problems, answer questions, and compose correspondence. Process, review and monitor various documents such as premiums, coverage of risk, policies, renewals, claims, changes, endorsements, binders, finance agreement, etc.
Review and prioritize all insureds’ requests for service and to submit by priority this information to insurance companies. Review all incoming mail the day the mail it is received and process accordingly. Process all money the day it is received.
Assist producer with review of application and quotes and recommend coverage based on customer needs. Provides advisory support and assistance to producers.
Stay up-to-date on the latest developments and trends in the industry by attending training programs and meetings sponsored by the agency.
Other duties as assigned by supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and ten+ years of related experience and/or training; or equivalent combination of education and experience. Insurance agency experience is required. Advanced computer skills necessary.
LANGUAGE SKILLS:
Ability to read and write, analyze, and interpret insurance policies, coverage documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customers details of policies such as additional coverage and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license – Customer Service Rep.
OTHER SKILLS AND ABILITIES:
Skill and ability to handle 1,000 accounts (policies) or more. Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Individual must show initiative and responsibility.
Bond Customer Service Representative
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SUMMARY: To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Service surety bond accounts as assigned in an effort to prevent errors and omissions.
Service contract & miscellaneous bond customers by handling phone calls, resolving customer problems, discussing surety and answering questions to the best of your ability in a professional and courteous manner.
Keep producers fully informed of all-important activities on their accounts. Be sensitive to potential problems and inform the producer or your supervisor.
Notify producers of past due accounts and follow cancellation procedures as necessary.
In cooperation with producers, prepare company submission for new and renewal bonds.
Follow up on submissions in a timely manner. Prepare bond kits and various documents as requested by the producer.
Prioritize workflow on desk and process accordingly. Process mail daily.
Review all new business and renewal bonds for adequate coverage making sure that the computer and dailies are accurate and updated at all times. Including correct forms, premium and commission.
Attach all necessary correspondence and documentation to appropriate new business files, current and/or expired dailies.
Process new and renewal bonds according to agency standards. Prepare all needed contract/miscellaneous bond forms, continuation certificates, applications and invoices.
Check daily and maintain suspense items.
Notify producer of past due accounts.
Maintain required license.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry.
Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the systems coordinator or supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and ten plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers.
Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as premium on a flat or tiered scale, also commission percentages from the premium
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance agent’s license.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
OTHER SKILL AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Skill and ability to handle book of business $400,000 plus.
Willingness to take responsibility and initiative.
Customer Service Representative Assistant
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SUMMARY: The position of Customer Service Representative Assistant is to process paperwork as outlined below for the Customer Service Representative(s) they are assisting. This position maintains a working knowledge of all processing procedures and standards of the agency and utilizes these procedures and standards when assisting the CSR. This is a training position for becoming a Customer Service Representative.
Read More
| Apply Now
FLSA STATUS: Non -Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Include the following; other functions may be assigned as business conditions change.
Check and process new business and renewals in accordance with new business and renewal business procedures to include utilization of required policy checklist. Notify CSR of any discrepancies or potential problems on accounts.
Process endorsements checking against change requests and documentation in the computer system for accuracy. As experience increases process endorsements online.
Process change requests online or via email at the CSR’s request. Utilization of the change request procedure required.
Prepare any certificates, evidences of property forms and auto ID cards as instructed by CSR. CSR should create new business or renewal templates.
Check and process audits as requested, utilization of the audit procedure required.
Process confirmed cancellations as requested, utilization of the cancellation procedure required.
Order loss runs online as requested by CSR.
Check all outgoing correspondence (i.e. any letter processed through the system) for accuracy, spelling, grammar and comprehension.
Scanning/Attaching to EPIC as instructed by CSR following the Categories List to ensure attaching correctly to the system.
Check daily and maintain suspense items.
Assume other job responsibilities as assigned by supervisor.
Attend CSR meetings. Follow procedures located on the intranet and keep updated on changes.
Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator and/or supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and two to three years in office setting; or equivalent combination of education and experience. Insurance agency experience preferred. Basic computer skills necessary.
LANGUAGE SKILLS:
Ability to read insurance policies, coverage’s, documents and regulations. Ability to write business correspondence. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license not required, but must obtain within one year.
OTHER SKILLS AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Skill and ability to receive instruction and follow instructions.
Receptionist
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SUMMARY: Provide general office support with a variety of clerical activities and related tasks. The receptionist will be responsible for answering incoming calls, directing calls to appropriate associates, mail distribution, flow of correspondence, requisition of supplies as well as additional clerical duties.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Answer telephones and directs the caller to the appropriate associate. Will transfer a caller to an associate’s voice mailbox when the associate is unavailable.
Greets and directs visitors to the company.
Provide callers with information such as company address, directions to the company location, company fax numbers, company website, and other related information.
Know who is in the office and who is out. Answer client inquiries as needed or direct the inquiry to the person best able to answer the inquiry.
Coordinates the pick-up and delivery of express mail services. (DHL).
Sort incoming faxes via email and route them to correct associate.
Coordinate the ordering, receiving, stocking and distribution of office supplies.
Maintain lobby area.
Contact building maintenance and cleaning services as needed.
The switchboard is to be open and operating promptly at 8:30 am and throughout the day until 5:00 pm. Relief switchboard coverage will be provided for a one-hour lunch, as well as morning and afternoon breaks. The receptionist should work with support personnel to determine appropriate times for lunch and breaks.
Coordinate the training room, boardroom and conference room reservations.
Utilize intercom system to notify office of training sessions, visitors, meetings, etc.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED) preferred; related experience and/or training desired; basic computer skills desired.
LANGUAGE SKILLS:
Ability to read, write and speak clearly. Ability to effectively communicate orally. Skill and ability to meet people and listen.
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
OTHER SKILLS AND ABILITIES:
Skill and ability to organize and prioritize. Skill and ability to use company software and phone system.
Support Clerk
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SUMMARY: The support clerks are responsible for all mailing and supply functions of the agency as well as serving as back up to the switchboard / receptionist.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Primary function is the daily processing of incoming and out going mail. This includes, but is not limited to, opening, date stamping, sorting, locating the recipient in the computer system, distributing, picking up outgoing mail, stuffing company envelopes and sorting and preparing for mail service.
Prepare all certified, overnight mailing for pickup.
Coordinate with mail service pickup and delivery changes for holidays and informing personnel of changes.
Provide relief for switchboard when necessary and during the lunch hour.
Provide weekly inventory to receptionist of office supplies and company forms.
Put up all ordered office supplies and distribute to appropriate personnel.
Process all mass mailings when assigned (i.e. privacy disclosure).
Keep notary bonds current.
Keep manuals located in the library updated and accurate.
Process all digital camera film and distribute to appropriate personnel.
Responsible for upkeep and storage of the dead files, physician drops, physician T filing and closed claims.
Miscellaneous duties include but are not limited to checking the amount of postage in the machine and advising accounting when funds need to be replenished. Checking the fax machines and delivering confirmations and incoming faxes to appropriate personnel.
Checking the shred boxes and eliminating the shredded materials on a regular basis.
Checking all printers, copiers and fax machines to make certain they are stocked with paper and toner. The main laser printer must be replenished with paper each day.
Laminating various articles and documents as requested by CSR’s and producers.
Close all filing cabinets at the end of the day.
Handling special projects assigned by supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED) preferred. Basic computer skills necessary.
LANGUAGE SKILLS:
Ability to read and write. Ability to effectively respond to questions and follow instructions. Skill and ability to work with people and listen.
MATHEMATICAL SKILLS:
Basic skills required
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
COMMERICAL LINES Rater
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SUMMARY: The Personal Lines Rater is responsible for all rating within the agency that is available either on the internet or with the company’s software. The responsibilities include prioritizing requests for rating, staying informed of companies rating changes/updates, staying familiar with company underwriting guidelines and changing markets.
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JOB TITLE: Rater
FLSA STATUS: Non-Exempt
REPORTS TO: Tulsa HR Director
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Other functions may be assigned as business conditions change.
Perform all rating for the PL Department that is available either on the internet or with the company’s software.
Implementation and adherence to PL Rating Procedures.
Maintain a working knowledge of all agency standards and procedures. Keep updated on insurance company changes, products, procedures and commission schedules.
Prioritize workflow on desk and process accordingly.
Check daily and maintain suspense items.
Inform CSR/Producer of information gathered from company web sites such as expirations, market information.
Coordinate with Company(s) representative on any training regarding the rating department.
Communicate via email to Personal Lines Personnel and Producers information gathered through web sites and underwriters regarding company information when necessary.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry. Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the IT Manager or your direct supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and three plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and CSR. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license.
Personal Lines Assistant Account Manager - Oklahoma City, OK
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SUMMARY: Responsible for the service of personal lines accounts and to provide prompt, accurate and courteous service to insureds, producers and insurance companies regarding those accounts.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Perform in a manner that will prevent errors and omissions by following all agency systems, procedures and insurance company regulations.
Take customer calls, follow-up with insurance providers and customers to resolve problems, answer questions, and compose correspondence. Process, review and monitor various documents such as premiums, coverage of risk, policies, renewals, claims, changes, endorsements, binders, finance agreement, etc.
Review and prioritize all insureds’ requests for service and to submit by priority this information to insurance companies. Review all incoming mail the day the mail it is received and process accordingly. Process all money the day it is received.
Assist producer with review of application and quotes and recommend coverage based on customer needs. Provides advisory support and assistance to producers.
Stay up-to-date on the latest developments and trends in the industry by attending training programs and meetings sponsored by the agency.
Other duties as assigned by supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and ten+ years of related experience and/or training; or equivalent combination of education and experience. Insurance agency experience is required. Advanced computer skills necessary.
LANGUAGE SKILLS:
Ability to read and write, analyze, and interpret insurance policies, coverage documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customers details of policies such as additional coverage and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license – Customer Service Rep.
OTHER SKILLS AND ABILITIES:
Skill and ability to handle 1,000 accounts (policies) or more. Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Individual must show initiative and responsibility.
Personal Lines Assistant
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SUMMARY: Responsible for the service of personal lines accounts and to provide prompt, accurate and courteous service to insureds, producers and insurance companies regarding those accounts.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Perform in a manner that will prevent errors and omissions by following all agency systems, procedures and insurance company regulations.
Take customer calls, follow-up with insurance providers and customers to resolve problems, answer questions, and compose correspondence. Process, review and monitor various documents such as premiums, coverage of risk, policies, renewals, claims, changes, endorsements, binders, finance agreement, etc.
Review and prioritize all insureds’ requests for service and to submit by priority this information to insurance companies. Review all incoming mail the day the mail it is received and process accordingly. Process all money the day it is received.
Assist producer with review of application and quotes and recommend coverage based on customer needs. Provides advisory support and assistance to producers.
Stay up-to-date on the latest developments and trends in the industry by attending training programs and meetings sponsored by the agency.
Other duties as assigned by supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and ten+ years of related experience and/or training; or equivalent combination of education and experience. Insurance agency experience is required. Advanced computer skills necessary.
LANGUAGE SKILLS:
Ability to read and write, analyze, and interpret insurance policies, coverage documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customers details of policies such as additional coverage and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license – Customer Service Rep.
OTHER SKILLS AND ABILITIES:
Skill and ability to handle 1,000 accounts (policies) or more. Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Individual must show initiative and responsibility.
IT SUPPORT TECHNICIAN
Apply NowSUMMARY: Support for the daily operations of all IT related systems, supporting all hardware and software for desktop/laptop workstations, telecommunications, and print and scanning systems. Works closely with IT Manager to ensure that IT problems are resolved in a timely and efficient manner.
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JOB TITLE: Information Technology (IT) Support Technician
FLSA STATUS: Non-Exempt
REPORTS TO: IT Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Assist with daily issues with The Agency Management (Epic) system.
Assist users with all IT related problems or questions that occur throughout the day, requesting guidance from the IT Manager for issues requiring further assistance. This includes: user password resets, unlock user accounts, restore files from backup, and support of mobile devices such as iPad, surface tablets, and cell phones.
Configure and deploy new PC equipment to end users including: desktop moves, battery backups testing and replacement, and monitor replacements.
Assist with implementation of maintenance and upgrades to the computer software and hardware. Assist with user training and implementation of company hardware/software.
Backup Security Administrator on all company websites. Adds new user IDs and deletes users who are no longer required per directive from the IT Manager.
Manage Kaseya patching of desktops and servers; review vulnerability scanning on CyberCNS site; assist in monthly server maintenance window.
Assist with setup of web and teleconferencing as requested.
Maintains and/or coordinates maintenance of the company’s printing/scanning systems, including replace toner and report issues to vendor.
EDUCATION/EXPERIENCE:
Associates Degree in MIS/IT preferred. Basic computer skills necessary. Experience in the area of Customer Support is a must. Experience with Microsoft products including Outlook, Word, and Excel.
CERTIFICATES, LICENSES, REGISTRATIONS:
Any Microsoft or Cisco Certifications are a plus, especially, A+.
OTHER SKILL AND ABILITIES:
Skill and ability to troubleshoot problems (OSI Model). Skill and ability to organize and prioritize. Skill and ability to meet deadlines. Skill and ability to troubleshoot company software. Willingness to take responsibility and initiative and be innovative.
Commercial Lines Account Manager - Tulsa, OK
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SUMMARY: To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Service commercial line accounts as assigned in an effort to prevent errors and omissions.
Service commercial lines customers by handling phone calls, resolving customer problems, discussing coverage and answering questions to the best of your ability in a professional and courteous manner.
Keep producers fully informed of all-important activities on their accounts. Be sensitive to potential problems and inform the producer or your supervisor.
In cooperation with producers, prepare company submission for new and renewal business quotations. Follow procedures outlined on New Business or Renewal Business workflow. Prepare summaries of insurance, statements of values, proposals and various documents as requested by the producer.
Review all new business and renewal polices following established procedures. Ensure EPIC file is accurate and updated at all times. Including correct coverage limits, forms, premium and commission.
Process new and renewal policies according to agency standards. Prepare all needed invoices, binders, certificates, evidence of property forms, auto ID cards and correspondence.
Attach all necessary correspondence and documentation to appropriate new business, current and/or expired policies in EPIC utilizing the correct attachment category.
Prioritize workflow on desk and process accordingly. Process mail daily.
Process audits following the established workflow procedures.
Check daily and maintain suspense items.
Report to company and producer all claims. Follow established procedure.
Prepare premium financing agreements as needed. Follow established procedure.
Notify producers of past due account and follow cancellation procedures as necessary.
Order MVRs when required and/or requested. Follow established guidelines.
Maintain required license.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry.
Fill in for absent CSRs as directed by supervisor.
Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator or supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and five plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customer details of policies such as additional coverage’s and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
CSR license. CISR designation. CIC designation as experience level rises.
OTHER SKILL AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Willingness to take responsibility and initiative.
Customer Service Representative (COMMERICAL LINES)
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SUMMARY: To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Service commercial line accounts as assigned in an effort to prevent errors and omissions.
Service commercial lines customers by handling phone calls, resolving customer problems, discussing coverage and answering questions to the best of your ability in a professional and courteous manner.
Keep producers fully informed of all-important activities on their accounts. Be sensitive to potential problems and inform the producer or your supervisor.
In cooperation with producers, prepare company submission for new and renewal business quotations. Follow procedures outlined on New Business or Renewal Business workflow. Prepare summaries of insurance, statements of values, proposals and various documents as requested by the producer.
Review all new business and renewal polices following established procedures. Ensure EPIC file is accurate and updated at all times. Including correct coverage limits, forms, premium and commission.
Process new and renewal policies according to agency standards. Prepare all needed invoices, binders, certificates, evidence of property forms, auto ID cards and correspondence.
Attach all necessary correspondence and documentation to appropriate new business, current and/or expired policies in EPIC utilizing the correct attachment category.
Prioritize workflow on desk and process accordingly. Process mail daily.
Process audits following the established workflow procedures.
Check daily and maintain suspense items.
Report to company and producer all claims. Follow established procedure.
Prepare premium financing agreements as needed. Follow established procedure.
Notify producers of past due account and follow cancellation procedures as necessary.
Order MVRs when required and/or requested. Follow established guidelines.
Maintain required license.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry.
Fill in for absent CSRs as directed by supervisor.
Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator or supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and five plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customer details of policies such as additional coverage’s and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
CSR license. CISR designation. CIC designation as experience level rises.
OTHER SKILL AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Willingness to take responsibility and initiative.
Personal Lines Rater- Tulsa Office
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SUMMARY: The Personal Lines Rater is responsible for all rating within the agency that is available either on the internet or with the company’s software. The responsibilities include prioritizing requests for rating, staying informed of companies rating changes/updates, staying familiar with company underwriting guidelines and changing markets.
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JOB TITLE: Rater
FLSA STATUS: Non-Exempt
REPORTS TO: Tulsa HR Director
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Other functions may be assigned as business conditions change.
Perform all rating for the PL Department that is available either on the internet or with the company’s software.
Implementation and adherence to PL Rating Procedures.
Maintain a working knowledge of all agency standards and procedures. Keep updated on insurance company changes, products, procedures and commission schedules.
Prioritize workflow on desk and process accordingly.
Check daily and maintain suspense items.
Inform CSR/Producer of information gathered from company web sites such as expirations, market information.
Coordinate with Company(s) representative on any training regarding the rating department.
Communicate via email to Personal Lines Personnel and Producers information gathered through web sites and underwriters regarding company information when necessary.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry. Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the IT Manager or your direct supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and three plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and CSR. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license.
COMMERICAL LINES Assistant
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SUMMARY: The Personal Lines Rater is responsible for all rating within the agency that is available either on the internet or with the company’s software. The responsibilities include prioritizing requests for rating, staying informed of companies rating changes/updates, staying familiar with company underwriting guidelines and changing markets.
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JOB TITLE: Rater
FLSA STATUS: Non-Exempt
REPORTS TO: Tulsa HR Director
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Other functions may be assigned as business conditions change.
Perform all rating for the PL Department that is available either on the internet or with the company’s software.
Implementation and adherence to PL Rating Procedures.
Maintain a working knowledge of all agency standards and procedures. Keep updated on insurance company changes, products, procedures and commission schedules.
Prioritize workflow on desk and process accordingly.
Check daily and maintain suspense items.
Inform CSR/Producer of information gathered from company web sites such as expirations, market information.
Coordinate with Company(s) representative on any training regarding the rating department.
Communicate via email to Personal Lines Personnel and Producers information gathered through web sites and underwriters regarding company information when necessary.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry. Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the IT Manager or your direct supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and three plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and CSR. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license.
Personal Lines Assistant Account Manager - Oklahoma City, OK
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SUMMARY: Responsible for the service of personal lines accounts and to provide prompt, accurate and courteous service to insureds, producers and insurance companies regarding those accounts.
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FLSA STATUS: Non-Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Perform in a manner that will prevent errors and omissions by following all agency systems, procedures and insurance company regulations.
Take customer calls, follow-up with insurance providers and customers to resolve problems, answer questions, and compose correspondence. Process, review and monitor various documents such as premiums, coverage of risk, policies, renewals, claims, changes, endorsements, binders, finance agreement, etc.
Review and prioritize all insureds’ requests for service and to submit by priority this information to insurance companies. Review all incoming mail the day the mail it is received and process accordingly. Process all money the day it is received.
Assist producer with review of application and quotes and recommend coverage based on customer needs. Provides advisory support and assistance to producers.
Stay up-to-date on the latest developments and trends in the industry by attending training programs and meetings sponsored by the agency.
Other duties as assigned by supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and ten+ years of related experience and/or training; or equivalent combination of education and experience. Insurance agency experience is required. Advanced computer skills necessary.
LANGUAGE SKILLS:
Ability to read and write, analyze, and interpret insurance policies, coverage documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customers details of policies such as additional coverage and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license – Customer Service Rep.
OTHER SKILLS AND ABILITIES:
Skill and ability to handle 1,000 accounts (policies) or more. Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Individual must show initiative and responsibility.
Customer Service Representative Assistant
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SUMMARY: The position of Customer Service Representative Assistant is to process paperwork as outlined below for the Customer Service Representative(s) they are assisting. This position maintains a working knowledge of all processing procedures and standards of the agency and utilizes these procedures and standards when assisting the CSR. This is a training position for becoming a Customer Service Representative.
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FLSA STATUS: Non -Exempt
REPORTS TO: Commercial Lines Manager
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Include the following; other functions may be assigned as business conditions change.
Check and process new business and renewals in accordance with new business and renewal business procedures to include utilization of required policy checklist. Notify CSR of any discrepancies or potential problems on accounts.
Process endorsements checking against change requests and documentation in the computer system for accuracy. As experience increases process endorsements online.
Process change requests online or via email at the CSR’s request. Utilization of the change request procedure required.
Prepare any certificates, evidences of property forms and auto ID cards as instructed by CSR. CSR should create new business or renewal templates.
Check and process audits as requested, utilization of the audit procedure required.
Process confirmed cancellations as requested, utilization of the cancellation procedure required.
Order loss runs online as requested by CSR.
Check all outgoing correspondence (i.e. any letter processed through the system) for accuracy, spelling, grammar and comprehension.
Scanning/Attaching to EPIC as instructed by CSR following the Categories List to ensure attaching correctly to the system.
Check daily and maintain suspense items.
Assume other job responsibilities as assigned by supervisor.
Attend CSR meetings. Follow procedures located on the intranet and keep updated on changes.
Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator and/or supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and two to three years in office setting; or equivalent combination of education and experience. Insurance agency experience preferred. Basic computer skills necessary.
LANGUAGE SKILLS:
Ability to read insurance policies, coverage’s, documents and regulations. Ability to write business correspondence. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license not required, but must obtain within one year.
OTHER SKILLS AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Skill and ability to receive instruction and follow instructions.
COMMERICAL LINES Assistant
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SUMMARY: The Personal Lines Rater is responsible for all rating within the agency that is available either on the internet or with the company’s software. The responsibilities include prioritizing requests for rating, staying informed of companies rating changes/updates, staying familiar with company underwriting guidelines and changing markets.
Read More
| Apply Now
JOB TITLE: Rater
FLSA STATUS: Non-Exempt
REPORTS TO: Tulsa HR Director
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Other functions may be assigned as business conditions change.
Perform all rating for the PL Department that is available either on the internet or with the company’s software.
Implementation and adherence to PL Rating Procedures.
Maintain a working knowledge of all agency standards and procedures. Keep updated on insurance company changes, products, procedures and commission schedules.
Prioritize workflow on desk and process accordingly.
Check daily and maintain suspense items.
Inform CSR/Producer of information gathered from company web sites such as expirations, market information.
Coordinate with Company(s) representative on any training regarding the rating department.
Communicate via email to Personal Lines Personnel and Producers information gathered through web sites and underwriters regarding company information when necessary.
Attend seminars or educational activities to stay up to date on latest developments and trends in the industry. Perform other duties and assignments as requested by supervisor.
Immediately report any and all malfunctions of the computer software or hardware to the IT Manager or your direct supervisor.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and three plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and CSR. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license.
Commercial Lines Trainer
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SUMMARY: Facilitate the training of the CL, PL and Rating department staff in the standards, procedures and workflows developed by Rich & Cartmill, Inc.
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FLSA STATUS: Non Exempt
REPORTS TO: Training and Development Manager
SUMMARY: Facilitate the training of the CL, PL and Rating department staff in the standards, procedures and workflows developed by Rich & Cartmill, Inc.
ESSENTIAL DUTIES AND RESPONSIBILITES:
1. Responsible for training all Personnel on agency workflows and agency automation. These training sessions will require limited travel to offsite locations and may also be offered via Zoom for those outside of the Tulsa office.
2. Responsible for working with CL, PL, Rating, Life and Health, and Support departments to recommend and oversee changes necessary to the workflows and procedures.
3. Work jointly with the T&D Manager to develop and host monthly CSR meetings.
4. Help develop and record training videos.
5. Work jointly with the T&D Manager to ensure all training manuals are updated in a timely manner.
6. Active member of the E&O Committee to ensure all procedures adhere to the E&O committees standards and specifications. Train staff on updates/changes made by the E&O Committee.
7. Active member of the Workflow Committee.
8. Assume other job responsibilities as assigned by Manager.
9. Attend seminars and courses to increase knowledge and skills.
10. Maintain appropriate licenses/accreditations.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED), college degree preferred; and five years of related experience and/or training; or equivalent combination of education and experience. Insurance agency experience necessary. Good computer skill necessary.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers, CSR’s and customers. Ability to explain details of policies such as additional coverage’s and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance agent’s license. Advanced insurance degree preferred.
OTHER SKILLS AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Skill and ability to manage and delegate workflows. Sensitivity in dealing with personnel issues.
Staff Testimonials
Bonds
Kristin’s Testimonial
Mail Room
Judy & Sherry
Benefits
Melissa's Testimonial
ACCOUNTING
Cody & Mary's Testimonial
Commercial Lines
Kelley Haynie
Commercial Lines Assistant
Chance's Testinmonial
ACCOUNTING
Cody & Mary's Testimonial
Commercial Lines
Kelley Haynie
Commercial Lines
Rhonda Boswell
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