This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Client Administrator, Client Manager, and Client Executive positions, each building on the previous positions skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise.
Essential Duties & Responsibilities
As a training position, there are similarities between trainees' day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates.
Respond to departmental requests for administrative assistance with the following:
Set up client shells in Sagitta.
Education and/or Experience
Trainees serve a large group of people. They need to be engaged, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is required:
Work Environment & Physical Demands
The applicable base salary range for this role is $35,600 to $66,200.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Business Insurance Service Trainee • Walnut Creek, CA, United States
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