At Church Mutual, our customers are at the heart of everything we do. For more than 126 years, we’ve made it our business to protect those who serve and inspire others through our specialized insurance expertise and innovative solutions. Our customers do amazing things for the world — when we protect them, we Stand for Good. We foster a workplace where all employees are treated with dignity and respect; diversity, inclusion and belonging are woven into the fabric of our company through our customers, employees, leadership, business relationships and outreach programs.

As part of a team, provide timely solutions to large customers and/or inquiries of complex nature. Provide comprehensive direction regarding insurance coverages and options, information as requested, and resolution for concerns. In partnership with the supervisor team, serve as a team lead and department resource responsible for mentoring, auditing, and coaching staff.

• Promptly provide comprehensive direction and solutions to internal and external customers, primarily that are complex in nature.
• As part of a team, provide support to both supervisors and staff as needed.
• Prepare insurance proposals and binders as requested.
• Actively identify opportunities and recommend efficiencies to improve department performance and processes.
• Serve as a mentor and coach for new team members during and directly following the training process. Provide regular feedback on the performance of service team members to the appropriate supervisor.
• Be an active participant in the review and maintenance of procedure manuals as requested.
• Create system documentation of all inquiries and actions taken while speaking with the customer.
• Gather and enter system data to process transactions and produce contractually correct insurance documents. Document all decisions and communications associated with the process.
• Analyze, evaluate, and make decisions on eligibility of new business and quote endorsements, recognizing exposures and coverage alternatives. Offer risk management suggestions and adequately price insurance coverages. Complete required forms as necessary, including applications, surveys, and legal documents. This includes quoting and selling additional coverages and policies.
• Work collaboratively in a team environment to achieve corporate and team goals to enhance the customer experience. Assist others in work processes to accomplish team workload expectations.
• Extensive interaction with all Church Mutual customers, team members, supervisors, sales force, and others related to Church Mutual operations.
• Remain current on company systems, forms, and procedures. Continue to develop knowledge of the property and casualty industry, religions, religious organizations, senior living, camps, schools, nonprofits, and operations specific to Church Mutual's business niche.
• Service CM Select policyholders and Preferred Partners (brokers), adhering to underwriting guidelines, binding, and procedures specific to CM Select products.
• Provide the highest level of service for Key accounts and Affinity Groups, offering special handling solutions as needed.
• Maintain confidentiality of the organization's customers and data.
• Actively participate in individual and team trainings and meetings.
• Suggest and participate in the development of improvements to drive effectiveness.

• Property and casualty insurance license required, and relevant licenses must be renewed and maintained in accordance with Church Mutual and applicable state requirements.
• High school diploma or equivalent is required.
• Four years of customer service, industry, or equivalent work experience.
• Previous leadership and/or training experience desirable.
• CISR designation desired, but not required.
• Excellent leading, coaching, and mentoring skills required.
• Excellent verbal and written communication skills required.
• Excellent multitasking and prioritization skills required.
• Ability to achieve Level 2 Binding Authority within appropriate timeframe.
• Ability to work a pre-established work schedule and provide after-hours support for customer requests based on customer demand and/or employer's request.
• Ability to work independently, as part of a team, with the ability to communicate internally across a variety of channels.
• Ability to learn and utilize technology and software from a variety of sources, including, but not limited to, a variety of Microsoft products.
• Comfortable analyzing large exposures to recognize areas of concerns and offer appropriate solutions to accurately execute requests complex in nature.
• Prefer working in a team environment.
• Effective interpersonal and teamworking skills.
• Consistently demonstrates a positive, professional, and customer-oriented attitude.

Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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