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Spanish Bi-Lingual Serv Cntr Acct Rep CL Trainee

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WSI
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Westfield Services, Inc.
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180000BL Requisition #
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Westfield is a great place to work for many reasons. You could be one of them.
 
Westfield Services Inc. is a specialty insurance agency and services firm headquartered in Columbus, Ohio. We are wholly owned by Westfield Group in Westfield Center, Ohio, although we operate independently of our parent company.
 
You will be challenged. Rewarded. And valued for your unique experience, background and perspective.
 
Join a team where hard work pays off and original thinking is celebrated. As you build your future at Westfield, you will quickly learn that protecting our customer’s future is at the heart of what we do. We deliver on our promise to help restore lives and rebuild businesses when the unexpected happens. Building relationships has been a part of our culture since 1848. 
 
Be a part of a team that recognizes and appreciates those who take initiative, seek opportunity and strive for innovation in a changing world.

 

Spanish Bi-Lingual Service Center Account Rep CL Trainee Job Summary - LOCATED IN COLUMBUS, OH

 

Salary Range: $32,010 - $36,811 - $41,612

 

The Service Center Account Rep CL Trainee works to develop the skills of a Service Center Account Representative CL (e.g. handling calls and emails, writing new business, reviewing accounts). The trainee is responsible for learning the technical knowledge and abilities required to handle customer and agent inquiries. The role will allow the trainee to develop skills in the commercial lines service center area to potentially transition to a Service Center Account Representative CL.  Strongly prefer Bi-Lingual candidates who speak and can translate in Spanish.

 

Essential Functions (primary functions and/or reasons the job exists in order of importance)

1. Focuses on developing the skills of a Service Center Account Representative CL. This includes:

• Handling a variety of incoming customer calls and emails.

• Answering inquiries from customers including coverage questions, policy changes, quotes, billing issues, and other issues.

• Taking incoming claims calls and handling appropriately based on type of claim.

• Handling certificates of insurance requests.

2. Supports and performs tasks in a commercial lines focus while developing understanding and knowledge of service center processes and functions.

3. Learns to write new business as appropriate or refers lead back to agency.

4. Learns how to conduct account reviews including enhancing and strengthening existing accounts as needed with additional coverages.

5. Assists with and learns how to handle resolve disputes between customers, carrier, agencies and others while keeping appropriate parties informed of progress.

6. Learns to work with agencies. This may include:

• Advising agency of critical events, and follows agency’s instructions if within guidelines or procedures.

• Handling renewals, cancellations and non-renewals with care, legally saving all accounts when possible.  Notifies agency if account is unable to be saved.

 

Desired Qualifications/Experience/Certification/Education (in order of importance)

1. Significant coursework towards an insurance degree and/or certification.

2. Ability to obtain and maintain a valid Property-Casualty agent license within 90 days of employment.

3. Ability to work in a fast-paced, high call/email volume environment.

4. Experience performing general office support functions.

5. Excellent oral and interpersonal communication skills.

6. Solid math skills.

7. Understanding of general business flows, procedures and systems.

8. Experience with word processing, spreadsheets, and other standard office automation software packages.

9. Experience handling confidential information.

10. High school graduate, GED or demonstrated commensurate experience.

11. Valid driver’s license and a driving record that conforms to company standards.

 

Physical Requirements (specific to the role) 

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. 

• Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing and working on a computer for extended periods of time).

• Ability to communicate effectively in a collaborative work environment utilizing various technologies such as:  telephone, computer, web, voice, teleconferencing, e-mail, etc.

• Ability to travel as required.

 

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

 

Westfield offers a Total Rewards program that focuses on compensation, benefits, and wellness and includes perks like 401(k), pension plan, annual incentive, education reimbursement, flex-time, onsite fitness center and casual dress. Work-life balance, recognition, and learning and career development are all part of a rewarding career with Westfield.
 
To learn more about Westfield Services and the opportunities available, please visit us at westfieldservices.com.

 

We are an equal opportunity employer/minority/female/disability/protected veteran.

 

#Westfield

If you need assistance applying for a job with the online application process because of a disability, please contact the Human Resources department at HRAssist@Westfieldgrp.com. This assistance is limited to those applicants who need help due to a disability.


We are an equal opportunity employer/minority/female/disability/protected veteran.

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