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

Job Openings

Customer Service Representative (Personal Lines)

SUMMARY: Responsible for the service of personal lines accounts and provide prompt, accurate and courteous service to insureds, producers and insurance companies regarding those accounts. 

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

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.