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If you’re interested in a great career opportunity with Rich & Cartmill, please apply below.
Current Job Openings
Customer Service Representative (COMMERICAL LINES) - Tulsa, OK
Apply NowSUMMARY: To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.
Read More
| Apply Now
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.
Commercial Lines Account Manager - Tulsa, OK
Apply NowSUMMARY: To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.
Read More
| Apply Now
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
Apply NowSUMMARY: 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.
Read More
| Apply Now
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.
Staff Testimonials
Bonds
Kristin’s Testimonial
Mail Room
Judy & Sherry
Benefits
Melissa's Testimonial
ACCOUNTING
Cody & Mary's Testimonial
Personal Lines
Rhonda Boswell
Commercial Lines
Kelley's Testimonial
Commercial Lines
KellI's Testimonial
Commercial Lines
Chance's Testimonial
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