Insurance Sales Agent Assistant

Insurance Policy Preparer

Prepare the paperwork for sold insurance policies and then issuing policies once homes have closed.

Duties and Responsibilities:

• Correspond with clients, mortgage companies and real estate agents regarding insurance for new home purchases
• Work closely with insurance agents to gather necessary details to prepare paperwork for client's purchasing insurance
• Review paperwork sent for accuracy in spelling of names, property addresses, social security no.'s, marital status.
• Obtain any additional documents as needed by carrier guidelines and as requested by the insurance agents
• Prepare Evidence of Insurance and Invoices for closing
• Review and update the agency management system once insurance is sold
• Assist insurance agents with contact information for homebuyers
• Verify correct closing dates for home policies
• Review and issue policies

Job Dimensions:

• Works regularly with insurance agents, real estate agents, clients, processors and other departments

Position Specifications/Requirements:

• Minimum of a high school diploma and up to 1 years in office environment, an active PA property and casualty license is preferred
• Ability to follow direct, manage a high volume of work and meet deadlines

About Us:

Howard Hanna Insurance Services provides a one-stop shop for all things insurance, with options for home, auto, umbrella, life, and business and commercial.

Why Join Us:

At Howard Hanna Insurance Services, we believe in protecting what matters mostyour peace of mind. As a leading player in the insurance industry, we pride ourselves on our energetic team of professionals dedicated to delivering tailored solutions with exceptional service. Join a dynamic workplace that fosters growth, collaboration, and innovation. With our commitment to both clients and employees, there's no better place to build your career and make a real impact. Choose us, where your future is our priority!