Insurance Assistant

Description : INSURANCE ASSISTANT

INSURANCE ASSISTANT

DEPARTMENT : BUSINESS INSURANCE STATUS : NON-EXEMPT

SUMMARY :

As an Insurance Assistant on the Spindler / Barios team, you’ll assist with daily tasks and specific project activities supporting Client Management roles.

The job requires knowledge and familiarity of processes and procedures of file maintenance and client deliverables.

Here’s what to expect on a typical day :

• Process mail for coding and individual assignment based on the client team
• Mail monthly installment invoices or statements to clients
• Monitor department tasks for complete processing of checked policies
• Maintain policy records
• Data entry at the policy level
• Prepare policy to be checked by : Confirming all necessary documents are in the fileCreating policy checking request formSend policy check taskWhen checked policy is returned, if there are no errors, process the policy to the client ORIf errors, process policy to client once CM has addressed the errors and requested appropriate changes.
• Review endorsements for accuracy. If correct, send to client with explanatory email. If there are errors, process request for correction.
• If endorsement has a return premium, request a check from accounting. Follow up with accounting for check if not received in a timely manner.
• Follow up with carriers / wholesalers for completion of endorsements
• Bill as necessary within agency defined timeline as outlined in procedures
• Complete daily certificate requests
• Date off holder list according to procedure
• Collate certificate for distribution
• Add and maintain prospects and clients
• Update policy data
• Issue auto ID cards
• Create Acord forms
• Create schedules of insurance as requested
• Handle special projects as requested
• Loss runs and loss summary by request

With more experience :

• Assist in the processing of final audits
• Become proficient in the use of technology systems, software and tools such as ImageRight and Sagitta
• Establish and maintain positive and effective working relations with other associates and clients.

EDUCATION AND / OR EXPERIENCE :

• A high school diploma and 1-2 years insurance related experience or professional office experience.
• Obtain and maintain a valid Alaska Business Insurance License.
• Obtain a Surplus Lines License in the first 2 years
• Achieve an AINS or INS Designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
• Must be proficient in Microsoft Office software (Word, Excel, and Outlook)
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
• Strong oral and written communication skills and the ability to work with all levels of staff.
• Strong customer service orientation (internal customer focus).

VALUABLE BENEFITS :

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are :

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities
16 days ago