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Insurance Account Assistant

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INSURANCE ACCOUNT ASSISTANT

Under general supervision, responsible for routine tasks, established projects and routine problem solving in support of managing general agent for the Safehold Dental unit.

Functional job responsibilities may include:

  • Issuing Certificates of Insurance
  • Verifying, invoicing and processing insurance policies, endorsements
  • Maintaining customer database on agency management system
  • Processing and revising draft insurance proposals
  • Proofreading documents for accuracy and completeness
  • Maintaining files according to policies and procedures guidelines
  • Preparing or requesting loss summaries
  • Preparing expense reports
  • Making travel arrangements
  •  
  • 1+ year of experience interacting with people or customers 
  • Ability to follow policies, procedures, and regulations 
  • Intermediate Microsoft Office skills 
  • High attention to detail and accuracy 
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information 
  • Good verbal, written, and interpersonal communication skills 
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Effective organizational, multi-tasking, and prioritizing skills 
  • Good analytical skills

Job ID:

19864

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