Account Assistant, Personal Insurance

Description

Some people are born to help others and in the insurance industry, there is no shortage of people who need our help! We’re currently looking for an Account Assistant, Personal Insurance who will work with our Sales Executives and Account Managers to provide exceptional service to our clients. This is an excellent role for anyone who is looking to get their insurance career started!

What’s the work like?

You will:

• Assist department team members with general service needs, including but not limited to, processing evidence of coverage, auto ID cards, ordering endorsements, entering applications, assembling policy books, pulling and checking policy forms for accuracy, and limited policy checking
• Provide administrative support to staff and clients including answering phones, greeting visitors, processing mail, scheduling meetings, managing office supply inventory, photocopying and creating documents, reports, spreadsheets, presentations, or other similar correspondence
• Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
• Follow agency and department procedures as outlined by management
• Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
• Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
• Maintain regular and consistent attendance
• Any other special projects and duties as assigned

Okay, so what’s in it for me?

• competitive salary
• Health, Dental, Vision, Life, Disability, and Long Term Care insurance
• Health Savings Account with employer contribution
• 401k with match
• Paid Time Off available to use on your first day
• flexible work schedules including a 37.5 hour work week
• education and tuition reimbursement programs
• fun working environment (company outings, bag-o competitions, plenty of food days, to name a few!)

Requirements

What do I need to know?

You have to have…

• A high school diploma or equivalent
• A valid Driver’s License
• Ability to obtain required formal insurance education (e.g., INS, AAI, and/or Resident Property and Casualty Agent’s license)
• Excellent verbal and written communication skills
• Strong organizational skills
• High degree of proficiency in Microsoft Office products (Word, Excel, Outlook), and all other agency automation software
• Proficiency in office equipment such as a computer, calculator, copier, phone and fax machine
• Proficiency in word processing skills
• Strong respect for confidentiality
• Regular and consistent attendance
• Ability to observe safety and security procedures and use equipment and materials properly
• Ability to conform with and abide by all workplace policies, work procedures, and instructions
• Ability to establish and maintain effective working relationships with company employees and external contacts