• Welcome customers at the front desk
• Answer Phones 
• Light Administrative work, certificates of coverage, endorsements, filing 
• Report and escalate to management as needed
• Track data in spreadsheets using Google Sheet/Excel experience
• Coordinate project activities with team members as needed

• 1-2 years of work experience in customer service, insurance experience preferred, not required.
• Exceptional customer service experience and skills.
• Ability to interact professionally with project participants and customer teams.
• Experience with progress tracking and reporting, comfortable with Sheets/Excel.
• Excellent verbal and written communication.
• Strong organizational skills, meticulous attention to detail.

#LI-BJ1

Personal Lines CSR

Job Summary

An established agency is looking for a Personal Lines CSR to join their team. This integral position provides essential service and support functions, ensuring the smooth operation of the agency. In addition, this role is pivotal in maintaining client satisfaction. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel!

Responsibilities

• Assist in the management of client accounts and provide ongoing support.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Prepare accurate and timely quotes for new and renewal business.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.
• Maintain accurate and organized client files and documentation.
• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.

• Holds an active Property and Casualty (P&C) Insurance License.
• Familiarity with industry-specific software and technology platforms is preferred.
• 2+ years of relevant insurance industry experience preferred.
• Previous customer service experience is required.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Compensation: $40K (depending on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-EL1

We are seeking a temporary Mail Room Assistant. The ideal candidate will be responsible for managing all incoming and outgoing mail, ensuring efficient mail distribution, and supporting administrative tasks within the office. This role is essential for maintaining smooth operations and communication within our organization and with our clients.

Job Description

• Collating printed output from various resources and inserting items into envelopes.
• Sending items out through UPS
• Operating a Pitney Bowes Mail Machine
• Need to have clerical experience

Salary

• $18-20/Hourly (Monday- Friday)

#LI-BC1

INDTJG-CTT

Customer Intake Specialist

About the Job

Company Description

Compass Insurance Group is a rapidly growing property and casualty independent insurance agency looking to add a key team member to support front-desk operations and client interactions.

Role Description

This full-time, on-site role for a Customer Intake Specialist at Compass Insurance Group, LLC in Murfreesboro, TN, is ideal for a candidate who is detail-oriented and excels in a fast-paced environment. The Marketing Assistant will be the first point of contact for clients and will manage incoming phone calls, voicemails, and walk-ins. Responsibilities include data entry into our Applied Epic Agency Management system, scanning mail, preparing communications, and assisting with administrative support.

Key Responsibilities

• Answer phones and intake client information into the Epic system with accuracy
• Greet and assist clients and visitors, ensuring a positive experience
• Handle scanning and management of incoming mail
• Reply to voicemails and prepare email communication for agency follow-up
• Maintain a courteous and professional demeanor at all times

Must-Haves

Candidates should align with our core values:

• Integrity: We do the right thing, even when it’s hard
• Ownership: We acknowledge our mistakes and learn from them
• Teamwork: We accomplish more together
• Attitude: We bring a positive and supportive outlook

Qualifications

• Strong organization and time-management skills
• Friendly and polite conversational skills, particularly over the phone
• Moderate proficiency with computers and internet navigation, including Microsoft Office and Applied Epic
• Ability to handle sensitive information with confidentiality
• Previous experience in customer service, administration, or as a receptionist
• High school diploma; additional certifications are a plus
• Ability to thrive in a fast-paced environment

#LI-JN6

Member Support Specialist

Essential Duties and Responsibilities 

• Evaluate, prioritize, and distribute inbound member submissions and emails to the appropriate Insurance Placement Specialist or Sales Center team for timely processing.
• Process service requests promptly and efficiently, adhering to established procedures and guidelines.
• Add and maintain appropriate documentation in Sales Center systems in support of members, staff, and carriers.
• Responsible for monitoring shared email inbox traffic and workflows.
• Coordinate with members and carrier partners to obtain any additional information necessary to complete policy service requests.
• Responding to phone calls and voicemails with proper phone etiquette and professionalism when required.
• Responsible for intake and management of paper mail and associated processing workflows. 
• Provide exceptional member experience by promptly addressing inquiries and resolving issues in a friendly, timely, and accurate manor.
• Collaborate with colleagues to streamline processes and improve the efficiency of Sales Center customer workflows.
• Successfully engage in multiple initiatives simultaneously.

Qualifications

• High school diploma or equivalent.
• Certification or education in office administration, property and casualty insurance, or customer service is a plus.
• Ability to prioritize tasks and manage time effectively.
• Highly proficient with Microsoft office products, customer relationship management (CRM) software, and email management systems.
• Attention to detail and accuracy in handling service requests and maintaining documents.
• Adaptability and resilience in handling high volumes of emails and member requests.
• Familiarity with insurance policies and procedures is desirable but not required.

#LI-BJ1

Personal Lines Customer Service Representative

Job Summary

Join a collaborative team as a Personal Lines Customer Service Representative, where you'll leverage your skills to manage insurance policies, facilitate claims processing, and ensure client satisfaction through proactive communication and support. This role offers a rewarding opportunity to work closely with clients, collaborate with a dynamic team, and contribute to maintaining high standards of service and client retention.

Responsibilities

• Perform administrative and clerical duties to support 2 Account Managers (AMs).
• Assist clients throughout the claim submission process, offering updates on claim status and facilitating resolutions with adjusters or underwriters.
• Respond promptly to client inquiries and requests via phone, email, or in-person interactions.
• Process and manage personal lines insurance policies efficiently and accurately.
• Collaborate closely with underwriters, agents, and internal teams to ensure seamless processing of all personal lines policies.
• Enter and maintain client information and policy details in the company’s database and CRM system.
• Maintain regular communication with clients, providing updates on policy changes and billing matters.
• Prepare, review, and file insurance documents while ensuring adherence to accuracy and industry regulations.
• Address client concerns effectively, coordinating with underwriters, brokers, or other departments to achieve timely resolutions.
• Provide clients with comprehensive billing information, payment options, and assistance with payment-related inquiries.
• Uphold compliance with regulatory requirements, agency policies, and industry standards during client interactions.
• Cultivate and sustain strong client relationships to enhance retention and satisfaction levels.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• An active Property and Casualty (P&C) Insurance License is preferred.
• 2+ years of relevant work experience in personal lines insurance.
• Prior working knowledge of policy management, quoting, or claims handling in a personal lines insurance setting.
• Preferred Agency Management System Experience: Applied Epic
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $22-$24/hourly (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-EH1

Overview

We are seeking a detail-oriented and organized Administrative Assistant / Bookkeeper to join our team. The ideal candidate will be responsible for providing administrative support while also managing financial records and transactions. This position requires a strong understanding of bookkeeping and accounting principles, as well as exceptional organizational skills.

Responsibilities

• Managing financial transactions, including accounts payable, accounts receivable, and payroll processing
• Reconciling bank statements and financial data
• Maintaining and organizing financial records and documentation
• Assisting with administrative tasks such as scheduling, data entry, and correspondence
• Coordinating with clients, vendors, and internal departments
• Collaborating with the accounting team to ensure accuracy and compliance

Qualifications

• Proven experience as an Administrative Assistant, Bookkeeper, or similar role
• Proficiency in accounting software and MS Office, especially Excel
• Strong understanding of bookkeeping and accounting principles
• Excellent organizational and communication skills
• Ability to multitask and prioritize responsibilities
• Detail-oriented and accurate in handling financial data
• Experience with bookkeeping, insurance, commission, payments, agency billing, AR,  

Day-to-day

• Handling accounts payable and receivable tasks
• Assisting with payroll processing and documentation
• Organizing and filing financial records
• Coordinating administrative tasks and correspondence
• Collaborating with the accounting team to ensure accuracy and compliance

#LI-TR1

The Legal Assistant/Coordinator will be responsible for providing support to attorneys and legal staff. This role involves managing administrative functions, coordinating case activities, maintaining legal files, and liaising between legal teams and other departments. The ideal candidate should possess excellent communication skills, attention to detail, and a proactive approach to problem-solving.

Key Responsibilities:

• Assist attorneys and legal staff with day-to-day operations, including scheduling meetings, preparing legal documents, and organizing case files.
• Draft, proofread, and format legal documents, including contracts, correspondence, and pleadings.
• Manage calendars, coordinate meetings, and schedule court appearances and depositions.
• Organize and maintain legal documents, contracts, and confidential files in both physical and electronic formats.
• Perform legal research and gather relevant case information as needed.
• Coordinate communication between legal departments, external counsel, and clients.
• Prepare legal reports, presentations, and materials for hearings or legal meetings.
• Handle incoming calls, emails, and inquiries, ensuring appropriate and timely responses.
• Assist with billing, invoicing, and tracking legal expenses as necessary.
• Ensure compliance with company policies, legal regulations, and confidentiality agreements.

Qualifications:

• Associate’s or Bachelor’s degree in Legal Studies, Business Administration, or a related field.
• Minimum of  6 months of experience in a legal assistant or legal coordinator role.
• Strong knowledge of legal terminology, legal documents, and court processes.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and legal case management software.
• Excellent organizational, multitasking, and time-management skills.
• Strong attention to detail with a commitment to accuracy and quality.
• Effective written and verbal communication skills.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Must be familiar with Michigan state court documents

Preferred Qualifications:

• Paralegal certification is a plus.
• Experience working within an insurance or legal department.
• Familiarity with e-filing systems and legal research databases (e.g., LexisNexis, Westlaw).

Compensation & Benefits:

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health

#LI-DB4

#LI-MW1

 INDTJG-CTT