Insurance Commercial Service Representative (CSR) / Underwriting Team Support

McGriff Insurance Services, LLC is a national leader in the insurance consulting industry. We are looking for an entry-level Team Support/Client Service Representative for our Public Entity Insurance Pool group in our Lake Oswego, Oregon office. The ideal candidate should have a Bachelor’s degree and be eager to work and possess a combination of refined writing and communication skills, business acumen, mathematic skills, and proficiency in office software.

Entry-Level Administrative Support Position Summary:

Work with a team of fifteen (18), in an office of 50, to achieve efficient and effective communication, and provide outstanding client support to members and prospects of a property and casualty insurance program administered by McGriff.

Duties Include but Are Not Limited To:

Database Maintenance (30%)

• Administration of a proprietary database

• Assist in maintaining membership database, mailing lists, and other information
• Run reports and furnish them to appropriate parties, as needed

Document Control (30%)

• Assist in peer review quality control process of client correspondence

• Track agreements/contracts and follow-up as appropriate 
• Maintenance and distribution of policy information to clients 
• Assist with electronic renewals

Team Underwriting Support (40%)

• Assist in processing endorsements for exposure changes and coverage line changes in database

• Assist in preparing new and renewal coverage comparison proposals

• Assist with renewal coverage and deductible options 
• Enter underwriting information, suspense and follow-up

• Process cancellation notices for member non-payments
• Issue Auto ID Cards, Certificates and Evidence of Coverage documents as requested

• File and maintain electronic records
• Compile experience rating worksheets
• Copying, scanning, sorting, assembling and mailing of documents as needed
• Assist with special projects as needed

• Other duties as assigned

Preferred Qualifications:

• Bachelor’s degree or equivalent work experience
• Ability to take initiatives and transform ideas and projects into specific workflows 
• Demonstrated success prioritizing work and multi-task skills in a fast-paced environment
• Strong communication skills to promptly respond to internal and external requests
• Must pass required state insurance licensing exam within 6 to 12 months 
• Continuing education to obtain professional designations to advance career

What You Get:

• Remote work available; we currently work from home and occasionally return to office for special projects
• Employer-sponsored continuing education to pursue industry license and designations
• Solid benefits package including medical, dental, vision, disability, and life insurance with robust wellness programs
• Two weeks of paid vacation, eleven paid holidays including a floating holiday, a mental wellness day, and opportunity for time off for community service
• Up to 4% 401k match at 100% after one year anniversary
• Eligible for annual bonus

$50k-60k depending on experience