Become a Team Member

If you’re interested in a great career opportunity with Rich & Cartmill, please apply below.

Job Openings

Customer Service Representative (COMMERICAL LINES)

SUMMARY:  To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.

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 Assistant

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.

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.