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Insurance Account Assistant

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General Description:  Under general supervision, responsible for routine tasks, established projects and routine problem solving in support of one or more programs.

Responsibilities:

·       Coordinate information flow to resolve accounting, audit, or underwriting questions/issues

·       Verify, invoice and process insurance policies, endorsements and/or claims

·       Maintain accuracy and completeness of customer database on agency management system

·       Process routine to complex transactions

·       Process and revise draft insurance proposals or quotes 

·       Proofread documents for accuracy and completeness

·       Answer incoming calls

·       Open, date stamp, process in-coming mail, and sort outgoing mail

·       Administer claim reports

·       Reviewing expiration lists

·       May issue binders, policies, and endorsements as directed 

·       Create and maintain files according to policies and procedures guidelines

·       Prepare or request loss summaries and/or detailed insurance summaries

·       Assist in reconciliation of accounts receivable by account

·       Perform other job duties as assigned and participate in special projects as required.

Knowledge, Skills and Abilities:

·       1+ year of customer service experience

·       High school diploma or graduate equivalent degree required

·       Experience performing a variety of clerical functions including photocopying, faxing, filing and data entry 

·       Proficient in MS Office suite of products

·       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:

20696

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
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