Insurance Assistant

Job Description

The Insurance Assistant works closely with Team Leader and Producers to service new and existing accounts to achieve Agency sales goals and service standards.

How You Will Contribute:

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• Develop full working knowledge of procedures.
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• Handle client requests for information, endorsements, cancellations and other services as required.
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• Full responsibility for all Service Center Accounts.
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• Be proficient in available carrier rating systems where provided for Agency use.
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• Develop a good working knowledge of company underwriting philosophies and appetites.
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• Review policies, endorsements, audits, and quotations prepared by our carriers for accuracy and completeness.
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• Assist in the compilation and preparation of data.
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• Keep Team Leader informed of any service problems.
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• Utilize agency automation with a high level of knowledge and proficiency.
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• Follow procedures established by management.
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• Pursue a program of personal and professional development.
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Skills & Experience to be Successful:

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• Office Experience.
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• Completion and or evidence of skills as outlined by Commercial Management.
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• High School Degree.
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