O

Brokerage Support Rep

icon building Company : Oklahoma Farm Bureau Insurance Company
icon briefcase Job Type : Full Time
icon geo-alt Oklahoma City, Ok

Job Description - Brokerage Support Rep


Primary Purpose: Provide support to Brokerage Staff and Brokerage Supervisor
 
Essential Duties and Responsibilities include the following. Other duties may be assigned.
 
  1. Track essential correspondence for all new business
  2. Invoice and Track Audit and Endorsement payments. Enter auto renewals into system.
  3. Email policy correspondence to agents
  4. Mail policies to insureds.  Email notices of cancellation and reinstatement.  Prepare Premium finance quotes.  Field phone calls from mortgage companies.     
  5. Track inspections and recommendations.  Prepare and organize certificates of insurance.    Assist others in the department, as needed.

Competencies                    
 
To perform the job successfully, an individual should demonstrate the following competencies:
 
  1. Customer Service - Responds promptly to customer needs; Responds to requests for service and assistance.
  2. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  3. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
  4. Business Acumen - Understands business implications of decisions.
  5. Diversity - Shows respect and sensitivity for cultural differences; Promotes a harassment free environment.
  6. Ethics - Treats people with respect; Works with integrity and ethically; Upholds organizational values.
  7. Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
  8. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Makes timely decisions.
  9. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
  10. Professionalism - Approaches others in a tactful manner; Treats others with respect and consideration regardless of their status or position.
  11. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality.
  12. Quantity - Completes work in timely manner; Works quickly.
  13. Adaptability - Adapts to changes in the work environment; Able to deal with frequent change, delays, or unexpected events.
  14. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  15. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan.
 
Qualifications 
To perform this job successfully, an individual must be able to perform each essential duty 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.
 
Education and/or Experience                                                  
 
High school diploma or general education degree (GED).  One to three months related experience and/or training; or equivalent combination of education and experience.  Insurance class helpful but not required.  
 
Worker is expected to participate in continuing education program(s) and/or participate in cross training for other lines of business, if needed.  
 
  • Language Skills                                   
    • Ability to read and interpret documents such as business documents, procedure manuals and instructions.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.
 
  • Mathematical Skills                                                      
    • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
 
  • Reasoning Ability                                                         
    • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.
 
  • Computer Skills                                   o Computer knowledge required.  Knowledge in Agency Management Systems desirable.  
 
  • Other Skills and Abilities                                             o 10-Key and light typing skills required.  Excellent communication and telephone skills is necessary.
 
  • Other Qualifications                                                     
    • Worker is expected to maintain regular attendance.  
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl.
 
Work Environment 
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This is not a remote position. This is not a remote position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
 The worker is regularly in a typical office environment and is not exposed to adverse environmental conditions.  The noise level in the work environment is usually moderate.
 
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