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