Job Description

Company Description

Established by Jeffrey Weiner, The JW Agency LLC located in Northbrook, Illinois is an independent, full-service, all lines agency, providing insurance, risk management, and business consulting services to our clients across the country, in all 52 states with a focus on the commercial insurance segment. The business model crosses several industries including Foodservice and Restaurants, Health Care, Distributors and Manufactures, Retail, Automotive, and all categories of Small Businesses.

Role Description

We are seeking a full-time Customer Service Representative Assistant who will work closely with our two existing, long-tenured Account Managers, servicing our existing Commercial Clients, as well as new clients. The

Assistant will be responsible for providing support to our team members and clients, while delivering excellent customer service.

Qualifications

• Prior Commercial Insurance Experience who is currently Licensed in the state of Illinois (Insurance Producer License - Property and Casualty).
• Familiarity/Experience with AMS360 Agency Management System
• Bachelor's degree
• Analytical Skills
• Communication and Customer Service skills
• Strong attention to detail and problem-solving abilities
• Ability to work well in a team environment

Key Responsibilities include

• Assists Account Managers with Servicing of Accounts
• Processing of certificates of insurance and evidence of property, and requesting additional insured/loss payee endorsements as needed
• Checking Policies and Endorsements for Accuracy
• Request Loss Runs, Pull Experience MOD Worksheets as needed
• Processes Claims and update Agency Management System with Claim Number, Adjuster Information and Miscellaneous Claim Correspondence.
• Utilize Agency Management System to Document Activities and Suspense, Assist with updating the system with accurate policy and customer information
• Processing of basic Bonds
• Process Auto ID Cards
• Follow-up with clients on Non-Payment Notices
• Assist with collecting audit information and following up on year-end audit

What We Offer

• Hybrid career, a balanced work from home and from our Northbrook headquarters
• Average first-year earnings of at least $50K salary + year end performance based bonus
• Paid time off (vacation and personal/sick days)
• Group Health benefits
• 401k Retirement plan
• Exceptional training with experienced team members
• Opportunities for advancement and recognition as we promote from within
• Dynamic Team Environment: Our workplace thrives on a small vibrant team atmosphere. While this position is in office/remote, you will always have lots of support

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