Service Manager
Description:
The Service Manager’s job is to provide consistent, timely and accurate service to the Risk Management Account Managers and Producers. The Service Manager processes most of the paperwork and documentation for TrueNorth clients on a day-to-day basis.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES
- Process the following items in a timely and accurate manner: audits, agency bill endorsements, pre-renewal materials, quote comparisons, endorsement requests, rewrites, cancellations, certificates, binders, auto ID cards, binding summary tasks, monthly reports, driver list requests, company audit requests, dividend checks, etc. as defined per agency standards
- Prepare new policies for delivery; evaluated by turnaround reports
- Manage client portal communication
- Meet new and renewal or project deadlines as set between you and your producer/supervison
- Handle invoicing per agency guidelines; evaluated by Professional Standards Review
- Maintain electronic files accurately and consistently to agency standards
- Organize time in advance so all work and projects are completed on time and with appropriate content and organization
- Work with the finance department on account discrepancies and in researching overpayment checks. Feedback from finance.
- Demonstrate the ability to expand knowledge by assuming new responsibilities in the department or working on department projects
- Increase insurance knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings
- Maintain confidentiality of client and company information
- Other duties as assigned, appropriate to the position
EDUCATION & EXPERIENCE
- High School diploma or GED required
- College level business courses preferred
- Prior work experience in the insurance industry is preferred
- Property and Casualty or Life and Health Insurance licenses required or ability to obtain within 90 days of employment; maintain annually
- Proficient in Microsoft Word, Excel, Outlook, and able to quickly learn and utilize other computer applications
SKILLS & COMPETENCIES
- Strong organizational and time management skills
- Ability to prioritize work load
- Extremely accurate and detail-oriented
- Strong and professional verbal and written communication skills
- Strong problem-solving skills
Starting salary:
35,000-45,000
Company benefits:
Health, Vision, Dental, Paid Time Off, 401K, Parental Leave
High school courses important to the position:
Nothing specific but role would require a HS diploma
Training, certifications, or degree needed to qualify for the position:
A degree is not required, as experience will be accepted. Previous experience that is valuable for a Service Manager role would be any office/administrative/customer service experience. A degree would be valuable in lieu of experience; Risk Management or Business tend to be commonly sought out degrees in the industry, but any degree is typically accepted within our company.
Specific skills that your business recognizes as fundamental to employment (life skills):
Ability to successfully communicate, written and verbally; team work skills; multitasking and prioritization
Advancement opportunities in the company:
A Service Manager position usually grows into an Account Manager within our company.
Linn-Mar Career Path Curriculum Marion Independent Career Path Curriculum