ABOUT SCHAUER GROUP, INC.

Schauer Group, one of the largest independently owned insurance and risk management firms in Ohio, provides business insurance, employee benefits, surety bonding, risk management consulting and personal insurance to a wide variety of clients around the country. Our unique risk management approach allows us to work with clients to make decisions and implement customized plans that will minimize adverse effects of losses to an organization. Our highly trained professional staff delivers best-in-class service to our clients, achieving an industry-leading 95% client retention rate.

We’ve been in Northeast Ohio for over 100 years, proving our strong commitment to our clients, our associates and our community. We are committed to developing new talent that will help to lead our dynamic and growing organization into the next generation.

The Operations Technician is responsible for managing all company correspondence, administering the firm’s vendor certificate tracking program, providing support with front desk operations and assisting with other business insurance team needs. As the “director of first impressions,” this position is critical in setting a tone of excellent client service, handling all calls and interactions with the highest level of professional courtesy. This position reports to the Director, Business Insurance. The position is classified as non-exempt.

Document management

Retrieve scanned mail from agency management system and attach to client file
Acquire electronic documents from insurance carrier websites
Organize, file and maintain both electronic and paper documents
Manage agency management system “Items in Suspense” for CL Download and eDocs
Update company contacts on intranet web pages

Certificate tracking services

Utilize a cloud-based system to manage the vendor/subcontractor certificate tracking program for various clients; maintain, document and continually update all activities
Review third party certificates of insurance
Monitor and record compliance of client certificate tracking services
Respond to all email and phone inquiries from vendors, subcontractors and clients
Prepare and send notifications to third parties
Work with clients to identify insurance requirements and acceptable variances
Track and organize all client correspondence

Front desk management

Greet visitors and answer incoming calls, faxes and emails
Maintain neat, organized and generally welcoming atmosphere at the front desk
Manage incoming and outgoing correspondence, company calendar and office deliveries
Open, sort, scan, file and distribute incoming mail to the appropriate associate
Collect outgoing invoices and other correspondence and deliver to post office daily
Manage company calendar, including conference room scheduling

Business insurance client service support

Review new and renewal policies for accuracy
Prepare client documents for delivery or mailing
Coordinate insurance underwriting requirements by interacting with colleagues and insurance companies to provide necessary documentation
Issue certificates of insurance and automobile ID cards
Report claims
Submit change requests

Administrative support, data input and quality management

Manage claims reports and claims follow-up
Upload certificates of insurance and evidences of property to vendor website daily
Assist with account assignment changes in Applied Epic
Conduct inventory of office supplies
Assist with project-specific duties as directed
Learn and follow all ISO 9001 quality management system procedures and work instructions

Other duties as assigned

DESIRED SKILLS AND EXPERIENCE

Education/Certification

Bachelors Degree from Accredited College or University

Required Knowledge/Skills

Must obtain Property & Casualty Insurance Agent License within 90 days of employment
Demonstrates excellent interpersonal skills with associates, clients, insurance partners and visitors
Reliable, consistent attendance is a requirement and essential function, including advanced notice of absences
Excellent time management and organizational skills
Intermediate level computer skills in Windows, Outlook, Word, Excel and PDF software
Excellent communication skills – written, verbal and listening
Provide excellent day-to-day client service
Attention to detail and accuracy
Enjoys a fast-paced environment
Demonstrates willingness to learn from team members, express ideas, listen and respond appropriately

Critical Behavior Traits

Positive attitude
Friendly
Articulate
Problem solver
High integrity
Adaptable and flexible
Willingness to learn
Factual
Efficient

Schauer Group, Inc.

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Operations Technician