Customer Service Associate

Apogee Insurance Group is a Berkshire Hathaway specialty broker focused on Professional (E&O), Management (D&O, EPL, Crime, and Fiduciary), Cyber, and Pollution Liability. Our product expertise, service, and focus on independent retail agents set us apart from other wholesalers. We are licensed in all 50 states and provide both admitted and excess & surplus terms from over 60 insurance companies. With offices located in Philadelphia, Chicago, Mission Viejo, and Austin; our team members believe in face-to-face relationships to assist our customers with the best experience in placing Professional and Management Liability.

The Customer Service Associate is the most fundamental role that introduces the basic building blocks for which our culture is based, better defines our community’s entrepreneurial spirit, and establishes the chemistry within our team dynamic. This role provides a challenging and rewarding opportunity for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.

JOB FUNCTIONS:

• Data entry and creation of insurance proposals for delivery to customers
• Processing and delivery of insurance binders and invoices to customers and subsequent prior-to-binding items.
• Assisting account managers with the sales process, involving customer and underwriter interaction both verbal and written communication, working with sales and marketing team on various projects, as well as reporting on results.
• Policy issuance and adhering to our 30 day policy issuance service promise to customers.
• Assisting in the processing and servicing of issued policies in combination with account managers to obtain and process endorsements, cancellations, and other administrative tasks.
• Liaison with accounting, clerical, and compliance team to delegate, track, and coordinate various surplus lines documents as well as any corrective data entry needed to maintain database integrity.
• Sole responsibility for our customer contract process and maintaining proper records
• Other tasks, projects, and presentations required by leadership

QUALIFICATIONS REQUIRED:

This position demands an organized, self-motivated team player with the urgency, thoroughness, and time management skills to make a positive impact on our business. Drive for self-improvement and openness to receive feedback will unlock future potential and advancement.

• Must obtain Property and Casualty Insurance License within 90 days of start date

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Ability to Relocate:

• Mission Viejo, CA 92691: Relocate before starting work (Required)

Work Location: In person