Commercial Client Service Unit with Kapnick Insurance Group in Adrian, Michigan

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Kapnick Insurance Group

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Job Location: Adrian, Michigan
Hours: M-F, 8:30-5
FLSA Status: Non-Exempt

Kapnick Insurance Group

Commercial Client Service Unit

Department: 1 - Commercial Lines Accounts	Job Status: Full Time
FLSA Status: Non-Exempt	Reports To: Sheryl McComb, Team Leader
Work Schedule:	Amount of Travel Required: 5%
8:30-5:00, M-F	Positions Supervised: None

POSITION SUMMARY

Assist others in the processing and servicing of Commercial Insurance accounts. Represent our agency in a manner consistent with our Core Values and make Kapnick Insurance Group the best in our business.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

Client:

•	Process endorsements.
•	Prepare Pre-renewal packets.
•	Proof audits upon request.
•	Policy Proofing
•	Other duties as assigned by management. Agency:
•	Monitor and manage voice mail, outlook, and activities per agency guidelines.
•	Attend and participate in department meetings, team meetings, peer reviews and training sessions as required.
•	Offer innovation and process improvements where possible and help with agency-wide improvements and efficiencies.
•	Rate and issue policies and endorsements, per Marketing Executive's instructions and applications.
•	Log in policies and endorsements for the Commercial Lines department.
•	Process returned mail.
•	Distribution of electronic mail from companies.
•	Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you.
•	Perform other duties and projects as required.
•	Regular and timely attendance is an essential function of the job.
•	Attend and complete programs of self-development that are deemed beneficial in the growth of this position.

POSITION QUALIFICATIONS

Competency Statement(s)

•	Accuracy - Ability to perform work accurately and thoroughly.
•	Change - Ability to embrace change and seek opportunities for different and innovative approaches to addressing problems and opportunities.
•	Communication - Ability to communicate effectively with others using the spoken and written word.
•	Confidentiality - Ability to maintain strict confidentiality in accordance with Kapnick privacy guidelines including but not limited to HIPAA/HITECH as it relates to all divisions of Kapnick Insurance.
•	Detail Oriented - Ability to pay attention to the minute details of a project or task.
•	Flexibility and Stress - Ability to be flexible and handle high stress situations in a professional manner.
•	Organized - Possessing the trait of being organized or following a systematic method of performing a task.
•	Professionalism - Represent Kapnick professionally both internally and externally at all times.
•	Reliability - The trait of being dependable and trustworthy.
•	Teamwork - Ability to be part of a team and work cohesively to achieve goals.
•	Time Management - Ability to utilize the available time to organize and complete work within given deadlines.

SKILLS & ABILITIES

Education:

High School Graduate or General Education Degree (GED): Required

Experience:

None

Computer Skills:	Familiar with Microsoft Office including Word, Excel and Outlook and willingness to use technology

Other Requirements:	Above average math skills.

WORK ENVIRONMENT

This is an office environment in a controlled atmosphere building.

Prepared By:				Date:

Manager Signature:				Date:

Employee Signature:				Date:

Employee Printed Name:				Date:

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.

How to Apply:

Human Resources
Kapnick Insurance Group
P.O. Box 1801
Adrian, MI 49221-7801

Equal Opportunity Employer

See all jobs in Adrian MI

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