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Insurance Account Assistant

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Under general supervision, responsible for routine tasks, established projects and routine problem solving in support of one or more of the following departments; commercial lines, personal lines, benefits, marketing or claims.

Functional job responsibilities may include:
• Coordinating information flow to resolve accounting, audit, claims or underwriting questions/issues
• Verifying, invoicing and processing insurance policies, endorsements and/or claims
• Maintaining customer database on agency management system
• Processing and revising draft insurance proposals
• Proofreading documents for accuracy and completeness
• Answering incoming calls
• Opening, date stamping and processing mail
• Processing and sorting outgoing mail
• Administering claim reports
• Reviewing expiration lists and issuing necessary binders
• Maintaining files according to policies and procedures guidelines
• Preparing or requesting loss summaries
• Preparing detailed insurance summaries
• Assisting in reconciliation of accounts receivable by account
• Pursuing appropriate insurance licensing

• 1+ year of experience interacting with people or customers
• Experience performing a variety of clerical functions including photocopying, faxing, filing and data entry
• Intermediate Microsoft Office skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Good analytical skills with high attention to detail and accuracy
• Good verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to follow policies, procedures, and regulations 

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