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Insurance Account Assistant

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Insurance Account Assistant


Our Employee Benefits Insurance Account Assistant works in a team environment to perform the daily functions of coordinating information flow to facilitate quoting; resolves accounting, audit, or underwriting questions/issues; maintains customer database on agency management system; processes and revises draft insurance proposals;  proofreads documents for accuracy and completeness; answers incoming calls; processes outgoing mail; reviews expiration lists;  maintains files according to policies and procedures guidelines; prepares detailed insurance spreadsheets; downloads renewal information from a variety of carrier websites; and enters detailed data into online portals.


Required Qualifications:

  • 1+ year of experience interacting with people or customers


    Desired Qualifications:

  • 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 


Job ID:


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