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SalaryDescription:
Standards of Performance:
- Actively supports and incorporates company mission and core values into daily activities.
- Maintains a positive and respectful attitude with colleagues.
- Works as a team member to achieve department goals and overall company goals.
- Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity.
- Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
- Consistently reports to work on time prepared to perform duties of position.
Essential Duties and Responsibilities:
- Works closely with Account Manager in the processing of client documents.
- Handles client telephone calls – process changes as requested or involves Account Manager as needed.
- Develops thorough understanding and working knowledge of the agency management system.
- Assists Account Manager with marketing and placement of accounts, and with preparation of proposals.
- Assists Account Manager in checking policies and offers suggestions or recommendations on coverage gaps.
- Performs problem solving with assistance of Account Manager.
- Maintains files in an orderly, up-to-date manner.
- Processes change requests for auto and types of ID cards on the same day as requested.
- Processes change confirmations on the same day as requested.
- Processes confirmed cancellations on the same day as requested.
- Seeks advice from Account Manager’s with any problem with their accounts.
- Assists or fills in for Account Manager as directed.
- Inputs late-payment notices, direct notice of cancellations, and payment-received notices into the agency automation system.
- Processes paperwork assigned by Account Manager on the same day as requested.
- Maintains working knowledge of all rating products and processes backup rating when needed.
- Performs additional assigned duties as necessary.
Knowledge, Skills, and Abilities:
- Possesses a supportive and responsive manner with internal and external customers.
- Has ability to perform multiple tasks in a complex working environment accurately and efficiently\
- Proficiency in Microsoft Office applications, particularly MS Excel and MS Word.
- Natural attention to detail.
Education and Experience:
- Possesses High School diploma or equivalent.
- Has three years or more of insurance or business-related experience
- Property/casualty agent’s license to be obtained.
Physical Demands and Work Environment • Fast paced multi-tasking environment· Prolonged periods sitting at a desk and working on a computer.· Must be able to lift up to 15 pounds at times.
General
1. This job description is intended to describe the level of work required of the person performing the job.2. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency’s essential functions.3. This description is not intended as a contract and is subject to unilateral change and revision by management.
