Production Department Associate

POSITION OBJECTIVE:
To provide new property casualty policy development support by working with clients, prospects, agents, and solicitors to assist in the development of the Fuerstenau Burkett Agency book of business.
ESSENTIAL FUNCTIONS:

• Enter new prospect data in Sales Force Customer Management
• Research and gather details on the features and characteristics of the proposed autos, property, and buildings to be insured
• Research the appropriate coverage plans with Farm Bureau Insurance and/or FB Partners products
• Produce Replacement Cost estimates using RCT Express and Commercial Express
• Produce preliminary and final quotes
• Review preliminary and final quotes with the Production Department Manager, appropriate agent, or solicitor
• Schedule follow-up appointments with clients, agents, and solicitors
• Provide draft applications to Production Department Manager, agents, and solicitors, and/or produce final applications
• Communicate and work with banks, mortgage loan officers, processors, and auto sales representatives to provide the appropriate documentation for property or auto purchase closings
• Order property photos and upload once available
• Organize the final applications and supporting documents to bind and process
• Assist with FB Partners Renewals
• Monitor BOP/CUP renewals
• Re-quote existing policies per agent reviews
• Assist in issuing certificates using the CSR24 system
• Communicate with clients, prospects, agents, and solicitors concerning all facets of the property or liability exposure they seek to insure
• Collect premium payments directly from the client or over the phone and following established guidelines for money handling
• Keep an accurate log of both incoming and outgoing calls
• Keep an up-to-date tracking book for ongoing assignments
• Check Guidewire activities daily for updates
• Make permanent files
• Prepare files for insurance reviews

OTHER FUNCTIONS:

• Receive inquiries and answer questions from clients, members, and prospects.
• Take messages for agents and staff per office protocol.
• Set appointments as needed for clients, members, and prospective clients with agents, producers, and solicitors using appropriate notification protocol and agency electronic calendar format.
• Pursue position-related training and education including the maintenance of a Michigan Property/Casualty License through agency approved continuing education courses.
• Participate in regular staff meetings.
• Assist with the completion of special projects as requested.
• Understand job functions, identify problems, and seek improvements.
• Keep abreast of changes as they relate to the job function and maintain job documentation necessary to complete tasks.
• Develop and maintain knowledge of forms needed to perform job functions.
• Maintain company standards for production and accuracy.
• Other duties as assigned.

PERFORMANCE INGREDIENTS:
Clerical and administrative skills
Outgoing and confident
The ability to invest oneself into the mission of the Burkett and Fuerstenau Agencies
A positive and constructive attitude
Self-motivated and goal-oriented work habits
Exceptional human relation and relationship-building skills
Detail orientation
Willingness to utilize systems in place
Excellent oral (including telephone) skills in addition to the proper use of English and knowledge of proper grammar
Strong organizing, planning, prioritizing and multi-tasking skills
Math, matching, sorting, and problem-solving skills
Proficient in various PC-based software including Word, Excel, internet, and Outlook
Design and use a consistent personal and professional system that promotes efficient, accurate, consistent, and exceptional results.
EMPLOYMENT QUALIFICATIONS:
Education: High School diploma or equivalent required.
Some College
Michigan Property Casualty license
Experience: Basic Computer knowledge. One to three years of general work experience preferred. Previous insurance experience or training preferred but not required.
Other Requirements: Customer service skills. Well organized, accurate, and dependable. Ability to work harmoniously with a variety of personalities. Good use of discretion and sound judgment. Confidence in relating to people. Maintain confidentiality of insureds personal and business information.