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Unison Risk Advisors · 1 day ago

Account Service Representative, P&C

South Bend, Indiana, United States

Full-time

Hybrid

Entry Level

1+ years exp

Unison Risk Advisors is a majority employee-owned organization committed to providing exceptional service. The Account Service Representative plays a vital role in supporting the client experience by managing account-related tasks and ensuring the accuracy and availability of insurance documents.

Financial ServicesInsuranceProperty Insurance

Responsibilities

Providing quality service through completion of account-related tasks

Following-up on outstanding policy and policy-related documents. Ensuring all contingencies are cleared in order to receive documents and working with client service team to clear open contingencies

Issuing certificates and proofs of insurance as requested. Confirming coverage needs or coverage gaps with client service team. Communicating as appropriate with client, service team, and carrier

Assisting service team in processing questions related to policy and endorsement processing

Ensuring accuracy of carrier documents

Conducting research within file documentation

Thoroughly documenting tasks and relevant interactions in our agency management system

Informing client service team of developments or roadblocks in completion of duties

Performing other duties and special projects as assigned

Acting as a backup to team personnel as needed

Maintaining positive attitude; responding promptly; and ensuring high-quality Gibson Experience

Maintaining confidential information

Qualification

Property & Casualty licenseClient service experienceInsurance industry knowledgeDocumentation skillsTeam collaboration

Required

High school diploma or equivalent

Current Property & Casualty license, or the ability to attain within the first 60 days of employment

Preferred

1+ year working in a client service role with an agency setting or formal education within the insurance, employee benefits, or financial services industry is preferred