Now Hiring - Church Mutual Insurance - Affinity Sales Coordinator in Milwaukee, WI

Full description of the position

Looking to join a vibrant organization that makes a difference?

At Church Mutual, our customers are at the heart of everything we do. For more than 125 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.

What you’ll be doing:

Provide sales and service support for affinity program in the development of affinity sales proposals, working with producers and internal departments. Participate in customer implementation meetings and support all service needs, including billing, claims, reporting needs, etc. Lead annual safety meetings. Establish and maintain the documentation for all affinity programs. Coordinate the processing and timely delivery of new and renewal business. Manage the affinity program information and provide direction to other departments as needed. Assist in producing monthly and annual reports. Support the affinity program at meetings and conventions and develop and deliver in-house presentations on affinity programs.

On any given day, you’ll:

• Work with the producer to obtain all the information from customers necessary to develop an affinity sales proposal. Work with Underwriting and other internal departments to determine pricing, unique coverage, and service offerings. Review documents and follow up, as necessary, to assure complete and accurate information is received.
• Collaborate with the producer and Underwriting to develop unique product and service offerings/arrangements. Create and prepare program proposal and communicate to producer and customer as appropriate. Research statutes and systems limitations.
• Actively participate in customer implementation, meeting with account and the field. Take the lead on all service needs, including special billing requirements, claims special handling processes, reporting needs, loss runs, and future communication.
• Document all procedures for establishing and maintaining affinity programs. Oversee the creation of bulletins and processing instructions before a program is implemented or non-renewed. Manage overall individual affinity program information, including customer profile, locations, premiums, procedures, and special handling instructions.
• Coordinate with the producer and Underwriting the processing of new and renewal business, ensuring the accurate and timely completion of affinity program annualizations and renewals and the timely delivery to producer and/or policyholder. Ensure renewed programs are profitable and obtaining penetration.
• Provide sales force with metrics and program specifics and information on penetration and available prospects and create mailings. Participate in the field with site visits and ride-alongs. Monitor the progress.
• Collaborate with affinity program leadership to develop and deliver materials for annual safety meetings.
• Represent Church Mutual at conventions/annual conferences as necessary.
• Participate in installation and renewal meetings with the customer, Underwriting, and Sales and necessary.
• Serve as the internal and external point of contact for affinity program questions.
• Remain up to date on the rules and regulations related to affinity programs and communicate as appropriate. Be aware of issues and concerns relating to changes in risks, exposures, and legal status. Educate Church Mutual employees through training programs and articles on the nuances of affinity programs.

Here’s what we expect:

• 5+ years of relevant property and casualty insurance experience in underwriting, claims, or sales with an insurance carrier, adjusting firm, or agency/broker.
• Experience with large, national accounts is desirable.
• Strong understanding of the interrelations of property and casualty insurance company functions.
• Bachelor's degree or equivalent related insurance experience is preferred.
• Successful completion of recognized insurance education courses is highly recommended.
• Must be able to communicate and interact effectively with individuals at all levels of the organization.
• Ability to create and deliver effective presentations.
• Knowledge of the commercial property and casualty insurance industry and its products and services.
• Effective interpersonal, written, verbal, and listening communication skills.
• Customer-focused attitude.
• Advanced analytical skills and ability to make decisions independently.
• Ability to effectively organize and prioritize work and handle multiple assignments to meet deadlines or requirements.
• Demonstrated problem-solving ability to achieve win-win outcomes where possible.
• Ability to work cooperatively in a team environment.
• Average-to-advanced computer skills--both Church Mutual systems and Microsoft Word, PowerPoint, Access, and Excel.
• Ability to travel as necessary.
• Possession of applicable (i.e., claim adjusting/sales) licenses and/or the ability to obtain and maintain applicable licenses and continuing education is required.

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.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Company car
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Profit sharing
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Milwaukee, WI 53202