Agency Management Technician

<strong>AF Group (Lansing, Mich.) and its subsidiaries are a premier provider of innovative insurance solutions. Insurance policies may be issued by any of the following companies within AF Group: Accident Fund Insurance Company of America, Accident Fund National Insurance Company, Accident Fund General Insurance Company, United Wisconsin Insurance Company, Third Coast Insurance Company, or CompWest Insurance Company.</strong>

Lansing, USA

AF Group

<p class="p1"><strong>AF Group&rsquo;s focused and passionate team uses industry-leading best practices, analytics and resources to manage risk and minimize loss for our policyholders while strengthening businesses with our valued independent agent partners.</strong></p> <p class="p1"><strong>We strive to continuously increase the long-term value of our organization by outperforming our industry peers and fostering a culture of underwriting and claims excellence.</strong></p> https://www.afgroup.com/

keywords: job description,work environment,documents,reporting,other duties,education & experience,knowledge,communication,skills,preferred

Non-Manager

Competitive Compensation and Benefits Package

Overview: <br />Primarily responsible for coordinating, verifying maintaining records in multiple systems as well as agency management support duties. Contacts include other enterprise staff and agency contacts.<br /><br /> <p><strong>WORKING CONDITIONS:</strong></p> <p>Work is performed in an office setting with no unusual hazards.&nbsp;</p> <p><strong>REQUIRED TESTING:</strong></p> <p>Intermediate Word, Intermediate Excel, Basic Windows. Typing 50wpm, Proofreading, Reading Comprehension, and Math.</p>
Responsibilities: <br /> <ul> <li>Verifies and updates current or new agency and customer contact information in multiple systems including TAS, PIN, Diamond, AIM, Vue, OnBase for all brands. Obtains and verifies agency changes with agency staff including agency principals</li> <li>Maintains agency files and electronic documentation.</li> <li>Maintains individual and agency license and appointment records and processes appointments using online system for multiple states for multiple brands</li> <li>Generates and distributes contracts</li> <li>Assists in preparation for internal and external audits of agency records</li> <li>Processes agency mergers, acquisitions, and transfer of producers including investigation, system updates, and documentation.</li> <li>Notifies team members of agency changes</li> <li>Responds to customer and staff inquiries via email and telephone.</li> <li>Composes, edits, and mails general, technical, and specialized correspondence and other documents.</li> <li>Compiles information and reports as requested or scheduled.</li> <li>Informs manager or other appropriate staff of issues as necessary.</li> <li>Develops and maintains various reports.</li> <li>Makes photocopies and uses other office equipment as necessary.</li> <li>Maintains confidentiality</li> </ul>
Requirements: <strong><br />EDUCATION REQUIRED:&nbsp;</strong><br /> <ul> <li>Associate degree&nbsp;<a target="_blank">in business, insurance, marketing, communications, or related field.&nbsp; </a></li> <li><a target="_blank">Combinations of education and experience may be considered in lieu of a degree.<br /><br /></a></li> </ul> <strong>EXPERIENCE REQUIRED:</strong><br /> <p><strong>AMT I</strong></p> <ul> <li>Minimum of three years general office experience with a minimum of two years in an administrative, data entry, or customer service position coordinating travel, exchanging information, and answering basic inquiries.</li> </ul> <br /><br /><br /><a target="_blank"><strong>SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED</strong></a><strong>:</strong><br /> <ul> <li>Ability to work independently</li> <li>Ability to remain accurate while multitasking in multiple department systems</li> <li>Excellent oral and written communication skills</li> <li>Ability to communicate appropriately with all levels of the organization and external customers</li> <li>Ability to comprehend consequences of various situations and to make appropriate individuals aware of these to facilitate decision making</li> <li>Excellent organizational skills and ability to prioritize work</li> <li>Ability to manage multiple priorities and meet established deadlines</li> <li>Knowledge of word processing and spreadsheet software with ability of 50 wpm</li> <li>Requires knowledge of various state requirements</li> <li>Requires thorough understanding of the dynamics of mergers</li> <li>Basic knowledge of computers</li> <li>Proficiency in Microsoft Suite</li> <li>Ability to perform mathematical calculations</li> <li>Ability to proofread documents for accuracy of spelling, grammar, punctuation, and format</li> <li>Ability to meet established deadlines</li> <li>Ability to manage multiple priorities while maintaining proper relations between field staff, managers, agency relations, and customers</li> </ul> <br /><strong><br />ADDITIONAL EDUCATION, EXPERIENCE, SKILLS, KNOWLEDGE, AND/OR ABILITIES PREFERRED:</strong><em>&nbsp;</em><br /> <ul> <li>Additional clerical, customer service, or administrative training</li> <li>Knowledge of agency management</li> <li>Knowledge of department systems such as TAS, AIM, PIN, Diamond, OnBase.</li> </ul>