Now Hiring - KorthaseFlinn Insurance & Financial Services - Entry Level Customer Service Representative/Account Manager in Petoskey, MI

Full description of the position

Do you enjoy helping people?

Do you like to knock items off your to-do list? It completes you.

Do you recognize that success just brings more to-dos to the list? And you like it.

Do you like being part of a supportive and cooperative team? Not perfect, but pretty darn good.

Would you like to find out why insurance is anything but boring? Yes, seriously.

KorthaseFlinn is seeking an entry-level Customer Service Representative/Account Manager for its Business Insurance Team. We are willing to train a candidate with no insurance experience. A successful candidate will support KorthaseFlinns business property & casualty clients, their HR or Finance staff, or office managers in the handling of insurance matters such as adding or removing vehicles and other policy changes, filing claims and billing issues in a friendly, professional, and confidential manner.

While certainly not limited to this list, some backgrounds that might have easily transferable skills may include accounting, banking, commercial lending support, title insurance, loan closers, or B2B account management. If you are smart, willing to learn, and able to stay on top of your work, we want to hear from you.

Having humbly served the financial and insurance needs of Northern Michigan families and businesses for more than 95 years, KorthaseFlinn provides comprehensive benefits, fair compensation, and reasonable flexibility to our employees demonstrating the regard we have for those who support our mission. The position is full-time in our Petoskey, Michigan office. This is a full-time exempt position with an estimated compensation range of $45,000 - $60,000.

Qualifications: To perform this job successfully, an individual must be able to deliver each Core Accountability satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

All applicants must be over age 18, over age 21 preferred and must not be disqualified from obtaining Michigan Insurance licensing at a later time.All applicants must be willing to commute to our Petoskey office (brand new by summer) for some period of time. You will train in Petoskey for likely the next few months. A willingness and ability to work or attend meetings in Petoskey would be preferred, but not required. Some flexibility is possible.

Accountabilities:

Core

• Create a positive experience in every interaction with internal and external clients.
• Maintain confidentiality, both within and outside the agency, of all information encountered in the course of performing assigned duties.
• Process and document policy/coverages changes using our agency management system and insurance company systems.
• Assist clients with payment, billing or claim inquiries. (What is my deductible? or This bill says I owe $500, but I made a change that should decrease it. Do I pay now?)
• Verify accuracy of changes recorded and renewals issued by insurance companies.
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Assume responsibility for meeting a client's needs to the best of your ability and engage team members as appropriate
• Take ownership of your learning and growth with an eye toward a long career with KorthaseFlinn.
• Recognize, accept, and assimilate feedback from clients and team members.

Expanded

• Pursue insurance licensing. (We foot the bill for the classes to help you prepare.)
• Develop your general insurance knowledge to better serve KorthaseFlinn's clients.
• Take increased responsibility for client renewal cycles.
• Build trust in and from key contacts at insurance companies and your team members .
• Share in driving technology adoption.

Advanced

• Develop stronger relationships with key decision makers at clients and insurance companies.
• Follow industry trends to build general knowledge and develop expertise.
• Value personal development and growth with the mindset of becoming a respected advisor to KorthaseFlinn's clients.

The successful candidates knowledge, experience, abilities, and desire to grow will ultimately define the initial scope of this role and the depth to which she or he reaches into the Expanded or Advanced duties over time.

Education: High School Diploma or equivalent required. Baccalaureate/Associate Degree welcome.

Skills:

• Concise and effective communication, both written and oral.
• STRONG attention to detail.
• Ability to recognize when to ask additional questions.
• Comfortable with internet-based programs as well as knowledge of Microsoft office products

Personality:

• Detailed and accurate You realize that every detail matters. Entering the wrong VIN could disrupt the claim process down the road.
• Courteous and professional You will often provide a clients first glimpse of KFs service quality.
• Helpful You like working with others on what matters to them.
• Cooperative You wont feel compelled to ask, Is that really part of my job?. It just is.
• Humble You recognize that every job comes with a range of tasks
• Earnest You are not afraid to dig for the answer but realize that sometimes you need to ask.
• Flexible You should be open to change but sensitive to its impact on others.
• Positive and Respectful Put forth your best and recognize that your team is doing the same.

Compensation and Benefits:

Solid Base, some incentives

Fully Employer Paid Benefits

• Disability Insurance
• Short Term
• Long Term
• Life Insurance
• 100% Safe Harbor 401(k) Match up to 4%
• Licensing, Certification and Continuing Education
• Generous and Flexible Paid Time Off
• Charitable Time Off Volunteer in your community on our time, even in a loved one's classroom!
• Mental Health Resources
• Work from home set up at some point to be discussed. (All employees have them currently.)

Partially Employer Paid Benefits

• College Tuition Reimbursement
• Multiple Medical Plans
• Annual employer contribution to HSA for eligible plans
• Gym Reimbursement

Other Optional Benefits

• Multiple Dental Plan Options
• Vision
• Additional Life Insurance
• Legal and Cyber/Identity Protection benefits

Application Process:

• Only applications submitted through our application portal will be considered. The link in the job board will take you there.
• Applicants will automatically receive an email confirmation upon submission of the application. Please check your spam/junk folder for emails from totalcsr.com and [please apply online] email will contain a link to complete the assessments we require prior to a video interview.
• At least one of the assessments may be administered a second time for validation should an in-person interview be scheduled.
• Professional references may be required early on but will not be contacted until after video interview with applicant.
• Initial interviews will be conducted via video chat. Access to a smart phone or computer with camera and microphone/speaker will be necessary.

Every applicant who completes the initial assessment will receive a response even if they are not a fit. We respect every applicant's time and energy. Fair is fair. We both have to invest time to make this work. Candidates who ghost the assessments will not receive further contact. Please do not call the main lines regarding applications.

• If you applied and did not receive a confirmation within 30 minutes, please check your spam. If you still do not find a confirmation, please call 231-[please apply online] and leave a message with your name, phone #, email, and a brief explanation. We will get back to you.
• If you think you have done what was asked and haven't heard anything within 2 business days, please call 231-[please apply online] and leave a message with your name, phone #, email, and a brief explanation. We will get back to you.

Your time and consideration are appreciated. We look forward to meeting with you.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Vision insurance

Experience level:

• 1 year
• 2 years
• No experience needed
• Under 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person