Two years of related accounting, administrative, and customer service experience.
Two years of active use of required technology in a work environment, including Visio, Microsoft Office Suite, Access, data mapping, and call center software (ACD, IVR, and CTI).
Ability to speak, understand, and write in Spanish and English.
A bachelor's degree in accounting, finance, insurance, business, or a closely related field is preferred; years of experience in closely related work may be substituted for the degree.
Ability to manage multiple tasks in a dynamic environment, working in teams or independently.
Responsibilities
Assist insureds, agents, and others by fostering customer relationships and providing accurate solutions.
Reflect systematically on what is working and identify how to achieve better results.
Document processes and procedures, research methodology, diagram workflows, and track projects.
Analyze and recommend process changes; track changes and maintain pre- and post-change documentation.
Assist with general questions, payments, and policy inquiries, including related commissions; order policy audits and track and communicate audit progress.
Organize and file policy documents and information.
Assist with issuing refund and commission checks.
Assist with preparing monthly journal entries by gathering claims details from third-party administrators and bank statements and assembling data for management review.
Assist with reconciliations for GAAP and STAT reporting.
Assist with accounts payable processing and monitoring accounts receivable balances.
FrankCrum is a Top Workplace!
Frank Winston Crum Insurance (FWCI) issues Workers’ Compensation and General Liability policies by offering flexible coverage and payment options to meet the varied needs of businesses. Over the years, FWCI has grown from a single-state insurance carrier to one that is licensed in 42 states and continues to expand. In addition to regional and product line growth, FWCI has enhanced its value-added services. What has not changed though is the firm's commitment – echoed throughout the family of companies – “always to do the right things for the right reasons!”
We are eager to announce a full-time Bilingual Customer Support Specialist position filled with many exciting opportunities! In this role, you will have the opportunity to impact the FrankCrum business everyday by providing excellent customer service to our policy holders.
Assists insureds, agents and others in a manner that fosters enriched relationships with these customers and provides accurate solutions.
Systematically reflects on what is working and how to achieve better results.
Documents process and procedures, researches methodology, diagrams workflows and tracks projects.
Analyzes and recommends changes in processes; tracks changes and maintains pre and post change documentation.
Assists with general questions, payments, and inquiries regarding policies and the related commissions, ordering policy audits, tracking and communicating audit progress.
Organization and filing policy documents and information.
Assists with issuing refund and commission checks.
Assists with the preparation of monthly journal entries by gathering claims details from third party administrators and various bank statements and assembling the data for review by management.
Assists with reconciliations for GAAP and STAT reporting.
Assists with accounts payable processing and the monitoring of accounts receivables balances.
The Attributes We Seek
Two (2) years of related accounting, administrative and customer service experience.
Two (2) years of active use of required technology in work environment (Visio, MS Office Suite, Access, Data Mapping, Call center software (ACD, IVR,CTI).
Bachelor’s degree preferred in accounting, finance, insurance, business, or closely related field. Years’ experience in closely related work may be substituted in lieu of degree.
Detail oriented with ability to multi-task in a dynamic environment, working in teams or independently.
Required Spanish Bilingual. Ability to speak, understand, and write in Spanish and English.
Our Competitive Benefits
Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:
Health Insurance is just twenty-five dollars per month for employee only coverage and a very low cost for family levels.
Dental and Vision Insurance
Short Term Disability and Term Life Insurance at no cost to the employee
Long Term Disability and Voluntary Term Life Insurance
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
Flexible Spending Accounts for Medical and Dependent Care Reimbursement
Health Savings Account funded by FrankCrum
Paid time off and holiday pay
Education Benefit Program at the IRS Maximum allowance
PTO cash out
Tickets at Work
Alero Financial and its robust credit union benefits program
Employee and client referral bonus programs
Disaster Relief Fund for employees
What’s Special About FrankCrum
FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This “family of employer solutions” employs approximately 400 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Café, the Homeless Empowerment Program, and Clearwater Free Clinic!
If you want to play this role to positively impact our client’s day-to-day business, then apply now!
FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.