Clio Account Representative 1 Jobs

Job Title:CLIO Account Representative 1
Employee Status: Regular
Schedule: Full-time
Location: Hybrid to Westfield Center, OH or open to remote workers.

About Us:
You’re ready to make your mark where people care about each other. Where your work is meaningful. And where your unique perspectives are welcome. Think about joining Westfield, a company focused on what’s most important – the people behind our policies.

Westfield was founded in 1848 by a small group of hard-working farmers who believed in the promise of the future and the power of the individual. Today, as one of the nation’s leading property and casualty (P&C) companies, we remain true to their vision and are dedicated to making a positive difference in our customers’ lives.

Responsibilities :

• Collaborates with other Westfield teams (e.g. Customer Care Center, Mail Center, and Claims) to accomplish department service, quality, and profitability goals. Assists the Legal department with reviews and responses.
• Evaluates and updates policy information that supports premium generation, policy review, and assembly. This may include agency/producer or business partner quote support, coverage review (such as verification of discounts and surcharges), error corrections, risk factors, correct classification, and premium growth opportunities.
• Develops relationships with key producers, agency personnel, other distribution partners, and external/internal customers. Responsible for maintaining and strengthening the established relationship with agency personnel, producers, other distribution partners, local and home office team members, and the customer.
• Learns and keeps current on state/territory issues and regulations, industry activity and trends, internal processes and procedures.
• Learns to analyze, make decisions on, and process policy new business applications, endorsements, and renewals for multiple lines of insurance in support of company premium growth, policy retention, premium adequacy, and customer-focused quality of new and in force business.
• Develops underwriting acumen. Reviews system submitted requests (e.g. applications, endorsements, coverage increases, inspections) including agent/producer inquiries to identify type of risk and if underwriting referral is necessary. Updates policy coverages, reviews inconsistent coverages and determines if additional action is necessary. Adheres to service level commitments and phone protocols.
• Gathers outstanding information from producers and customers and manages issue instructions when an order is received from the producers/customer.
• Reviews individual accounts learning exposure identification and acceptability of risk in accordance with company guidelines and standards. Sets up new business and/or renewal business applications for quoting, coordinates timely turnaround with underwriter, and reviews quote for accuracy.
• Working under direct supervision, learns how to support the underwriting function at Westfield.
• Learns how to review individual new applications for commercial lines accounts. Determines acceptability of risk (under guidance/supervision) in accordance with company guidelines and standards by reviewing the application and risk for exposure identification.
• Notifies agencies/producers of adverse underwriting decisions, underwriting requirements, status, and declinations. Answers questions and/or researches answers for agencies/producers, policyholders and/or other external contacts. Refers questions that they are unable to answer/find an answer for and escalates issues to others as necessary. May negotiate with producers (with assistance) to reach positive and profitable outcomes

Qualifications:

• Strong organizational and time management skills needed to manage workflow efficiently.
• High School diploma, GED, or commensurate work experience.
• 1+ year(s) of general work experience.
• Experience working with customers including strong and consistent customer service.
• Physical essential functions: ability to work 40 hours in an office environment (sitting, standing, on a computer, etc.), operate office related technology (computer, phone, etc.), travel as required.
• Proficient use of various core systems, office and computer equipment and software packages.
• Strong written, verbal, and interpersonal communication skills resulting in the ability to effectively interact with all levels of internal and external stakeholders.
• Experience entering and/or transferring data through a system or process.

Westfield offers a Total Rewards program that focuses on compensation, benefits and wellness, and includes perks like 401(k), pension plan, annual incentive, education reimbursement, flex-time, onsite fitness center or gym reimbursement and casual dress. Work/life balance, recognition, and learning and career development are all part of a rewarding career with Westfield.

Learn more about current opportunities at www.westfieldinsurance.com/careers.

We are an equal opportunity employer/minority/female/disability/protected veteran.

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