Insurance Support Coordinator

The Insurance Support Coordinator (ISC) is the entry point of our agency, providing centralized administrative and reception support to MMA Midwest.  Through a rigorous professional development experience, the ISC learns the concepts of insurance, how to work in an office environment and handle various projects that ease the work burden for other members of MMA Midwest.  They serve as the director of first impressions to our clients, prospects, potential new hires, carriers and other business partners of MMA Midwest.  As such, the ISC ensures professional, helpful, friendly and courteous interactions, whether on phone or face to face.

EXECUTION OF CLIENT SERVICE

• Supports our production and service teams with projects to allow flawless execution of our service strategy as submitted through the electronic ticketing system
• Prepares Client Resource Guides to ensure insurance clients have appropriate claims reporting information
• Prioritizes workload to ensure client needs are addressed and agency expectations are met
• Assists with completion of client mailings, presentations, spreadsheets, and other insurance administrative projects
• Researches company information in Epic and online to enter prospective and current client data in Client Resource Management system
• Confirms seminar registration, prepares name badges and provides team with onsite support for seminar events
• Provides trade show support to operation and production teams
• Prints and distributes communication and collateral for internal and external use
• Communicate to internal and external clients through phone and e-mail in a professional manner
• Manages time effectively to prioritize workload

RECEPTION EXPERIENCE

• Acts as director of first impressions to our clients, prospective clients, prospective employees, and visitors and creates a warm, friendly, and inviting experience
• Answers and manages phone calls professionally and provides a phone experience that promotes our DNA

PEER REALTIONSHIPS

• Obtains Producers license and participates in insurance courses, seminars, and webinars for knowledge development
• Suggests business process improvements to gain efficiency within the role
• Provides feedback at team meetings as well as contributes to learning topics as assigned
• Strives to learn and grow by demonstrating initiative on a daily basis
• Acts as a valued member of the team, including assisting in training and mentorship of newly hired ISCs
• Assists the Office and Facilities team when applicable

PREFERRED

• BS/BA in Business, Insurance or related field
• Intermediate or advanced skill level with Microsoft Word, Excel, Outlook