Monday-Friday, 8-5 (40 hours)

Summary/Objective:

Functions as a part of a larger team dedicated to assisting management with reporting, analytics, and insurance team marketing. Optimize department efficiency by assisting management and back-office staff with various administrative, compliance and operational duties.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Daily assignment of new sales referrals/leads to producers to quote.
• Manages the agency inbox of sales/service activities.
• Complete daily downloads, scans and completes agency mail and returned mail. Assigns Edocs to clients in system, runs the close day procedures.
• Daily Audits of new business/rewrites.
• Analyze and prepare reports from first initial contact /FIC activity codes
• Prepare and present weekly agency huddle reports.
• Analyze and prepare key measures productivity reports KPI for individual producers along with agency
• Prepare new business sales reports and sends to distribution list.
• Prepare Risk Dashboard report
• Prepare Cancellation report
• Analyze and prepare monthly comparison book of business report
• Pull Commissions reports and files for accounting audits.
• Prepares Service Improvement Dashboard monthly reports for management.
• Quarterly posts audits from AM Best Carriers.
• Compile monthly production reports.
• Create and distribute renewal letters upon request of Team Leader for policy renewals
• Craft retention reports for management.
• Maintain office supplies and agency team outlook shared calendar updates.
• Periodically review quality assurance within agency by reviewing completed policies and change requests. Report and review findings with team leader and/or manager.
• Periodically review and update agency procedures manual.
• Track producer and agency licenses along with continuing education.
• Assist team members, team leader and/or manager with day-to-day activities. Providing back-up support, including all clerical administrative tasks, along with phone queue triage.
• Perform other job-related duties as assigned by team leader and/or manager.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Competencies:

• Ensures Accountability
• Plans and Aligns
• Drives Results
• Manages Complexity
• Member Focus
• Decision Quality (Data Driven Decision Making)
• Interpersonal Savvy
• Values Differences
• Collaborates
• Instills Trust
• Self-Development
• Situational Adaptability

Education and Experience Requirements:

• MA Personal Lines Insurance License favored
• Experience working in an agency environment preferred
• Working knowledge of rating and underwriting personal lines products
• Working knowledge of personal lines insurance products and their application
• Understanding of insurance markets and agency management systems and procedures

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers/laptop, phones queues, copier/scanner, filing, and fax machines. A working knowledge of creating PowerPoint presentations and experience with excel reports and Power BI a plus. We offer a hybrid work model for our DCU Insurance needs.

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. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.

Travel:

Seldom/limited to training within DCU buildings.

Service Excellence: The DCU Way:

All employees are expected to provide service excellence the "DCU Way" through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU's culture:

• People come first
• Do the right thing
• Make a difference

Bank Secrecy Act (BSA):

All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

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