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Insurance Assistant


NJ - Marlton

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General Description: Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executive or Underwriters coordinate underwriting or customer service processes. 

Review and process applications for new and renewal business. 
Participate in basic client services. Includes issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards.
Prepare and/or review and analyze technical documents to assure accuracy and completeness. 
Input and maintain accuracy and completeness of policy management systems and files. 
Invoice and track receivables. Assist with resolving accounting discrepancies as needed.
Prepare premium finance agreements and manage the process as needed. 
Assist in development of presentations to customers and prospects.
Assist with developing and implementing claims handling instructions and loss control. 
Order various reports, loss runs, MVR’s and follow-up for their receipt.
Handle or refer underwriters’ questions, when requested. 

Knowledge, Skills and Abilities:
2 years + of insurance experience. 
High school diploma or graduate equivalent degree required. 
Working knowledge of Microsoft Office suite of products.
Ability to navigate multiple computer systems and applications. Utilize search tools to find information.  
Analytical ability with high attention to detail and accuracy. 
Strong verbal, written, and interpersonal communication skills.
Strong organizational, multi-tasking, and prioritizing skills.
Ability to work effectively in a team environment and across all organizational levels.
Ability to be flexible and adaptable to changing priorities and deadlines 
Ability to follow policies, procedures, and regulations.  

Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.

Analysis of Physical Demands:
Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. 
Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.


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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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