At JT Bates Group, we commit to being: Humble, Adaptable, Accountable, & Proactive

If you embody these qualities, join our team!

Primary Functions:

· Evaluate customer's certificates of insurance (COIs) on behalf of our dealers for the necessary insurance requirements and enter them into StraightDocs in a timely manner.

· Pursue all missing insurance requirements (dealer specific) with the listed insurance agency to establish a corrected COI if needed.

· Communicate with Rental Coordinators/Managers when requirements are missing, cannot be established, or if more rental information is needed.

· Being proactive by providing specialized customer service support for specific dealers assigned to you. This involves frequent communication via email and phone calls, as well as intermittent check-ins with your dealers.

· Being adaptable by assisting other team members to meet goals or participate in special projects as needed.

· Routinely review renewals for expired certificates in StraightDocs and take action to establish current coverage.

· Participate in team communication daily with our messaging platform as well as weekly meetings, e-mails, Zoom, training, and some in-person gatherings.

· Must meet a goal of entering 10 certificates per hour by the end of their first 90 days of employment.

Secondary Functions:

· Routinely follow up with insurance agencies and Rental Coordinators/Managers to establish missing insurance requirements or other necessary information within a desired timeline of 2 business days.

· Proactively research customer information and/or insurance agency contact information when needed (i.e., current rental information, subsidiaries, multiple locations, dba, agency email or phone number).

· Notate and clearly document all information regarding missing requirements, communications with Rental Coordinator/Manager and insurance agency, as well as any key information in Straight Docs.

Requirements:

· Must be willing to become a licensed General Lines-Property/Casualty Agent after you pass your 90-day probationary period.

· Must maintain a standard of 10 certificates per hour (cph) by the end of your 90-day probationary period.

· Proven work experience demonstrating professional communication and decision-making skills, ability to work independently, and ability to prioritize urgent requests.

· Capability to work remotely and independently.

· Strong clerical skills, including 50+wpm, data entry experience, time management, and organizational skills.

· Communication of concerns, questions, and relevant dealer situations to the Operations Manager

· Excellent computer skills, including Apple systems and Microsoft Office Suite (Outlook, Word, Excel)