Become a Team Member
If you’re interested in a great career opportunity with Rich & Cartmill, please apply below.
Current Job Openings
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.
Customer Service Representative
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
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.
Commercial Lines Trainer
SUMMARY: Facilitate the training of the CL, PL and Rating department staff in the standards, procedures and workflows developed by Rich & Cartmill, Inc.
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
Rhonda Boswell
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