Insurance Assistant

The Insurance Associate Supports a mid-sized team of Sales Professionals with account management tasks for various account scopes and complexities.

Facilitates communication across businesses, internally and externally, composes correspondences for circulation and handles service calls from agents.

Creates policy files, makes sure all documents are in the file according to company standards and communicates with agents to acquire necessary documents.

Organizes annual events, works to ensure each event is in alignment with historical and internal expectations and budget restrictions, and plans ad-hoc events, conferences and discussions as delegated.

Assists with presentation and deliverable creation for account work, manages the creation of an agenda and all logistical matters for relevant meetings and exchanges.

Collects and compiles satisfaction survey results for all existing team accounts and reports on results to the Sales Professionals.

Handles accounting matters and reconciles Accounts Receivable with accounting differences and additional financial account management responsibilities.

What you need to have:

• High school diploma or GED.
• 0 to 2 years of business or general work experience
• Working knowledge of Microsoft Office Suite and has an ability to navigate through multiple systems without assistance.
• Proficiency in the daily use of carrier websites for the purposes of quoting, locating carrier specific information and obtaining policy declarations as needed.
• Excellent organizational and time-management skills to handle multiple tasks and prioritize effectively.
• Detail oriented to ensure accuracy.
• Possess self-discipline, self-motivation, and ability to meet assigned objectives.
• Ability to analyze data and interpret appropriate action.
• Works well within established procedures.
• Ability to take and pass the P&C licensing course and exam within 60 days of hiring (if not already licensed).

What makes you stand out:

• Some college experience or Bachelor’s degree preferred
• At least 2 years of personal insurance experience preferred