What are the responsibilities and job description for the Insurance Assistant (#PTX2022-4288) position at RealManage?
Overview:
How would you like to work for a technology-based HOA management company that is growing rapidly, offers opportunities to advance your career, and has a company culture that truly supports its team members?
We are a value based company with the following values as our guiding procedures
Responsibilities:
Can be hybrid after 90 days - Plano office for training for the first 90 days.
The Insurance Administrative Assistant is responsible for supporting CiraConnect's insurance clients by issuing Certificates of Insurance and responding to insurance inquiries in a timely and professional manner. Responsibilities include:
CiraConnect Insurance Services is an independent insurance agency specializing in commercial property & casualty insurance for community associations. Our mission is to leverage our industry knowledge, insurance carrier network partners, and state-of-the-art custom software systems to provide outstanding insurance services. We currently serve hundreds of communities in 12 states.
How would you like to work for a technology-based HOA management company that is growing rapidly, offers opportunities to advance your career, and has a company culture that truly supports its team members?
We are a company that understands and appreciates your professionalism and hard work. We are a company that provides support with continuous training. We are committed to do everything possible to ensure your long term career success. With RealManage / CiraConnect, you are not just an employee, you are family.
We are a value based company with the following values as our guiding procedures
Integrity: we always do the right thing.- Respect: for our customers, team members, and company; mutual respect is the cornerstone for every RealManage relationship.
- Selflessness: more than teamwork; we are part of something special and much larger than any of us.
- Personal Relationships: we are a professional services company; people do business with people they like.
- Always Improving: never satisfied, always learning and always growing; one is either getting worse or getting better...never staying the same. At RealManage, we are always getting better.
Responsibilities:
This position may qualify for a sign on bonus
Can be hybrid after 90 days - Plano office for training for the first 90 days.
Applicants need to be in the Dallas area.
The Insurance Administrative Assistant is responsible for supporting CiraConnect's insurance clients by issuing Certificates of Insurance and responding to insurance inquiries in a timely and professional manner. Responsibilities include:
- Maintain insurance policy information
- Monitor new/renewal policies and certificates
- Request missing documents
- Input insurance information into proprietary database
- Monitor and respond to e-mails
- Certificates of Insurance – Issue/request
- New/renewal policies
- Individual owner requests
- Lender specific requirements
- Request loss runs, ensure their receipt
- Miscellaneous
- Other projects, responsibilities that may be assigned by manager
- Excellent interpersonal skills. You will have to manage a wide range of personalities with a wide range of opinions, both over the phone and in person. You should be a friendly, outgoing person who can represent the company well in all situations.
- Excellent writing skills. Our customers require thoughtful, concise, timely responses to their concerns. Much of this communication occurs over e-mail.
- Excellent technology skills. Most of your day will be spent managing data utilizing our proprietary software. You should be comfortable using and learning technology software.
- Flexibility and humility. We approach our business with the mentality the we are here to serve. That means that you need to be willing and able to do what is necessary to please your clients, whatever that may be. You should be comfortable and willing to pitch in and do whatever needs to be done.
- Excellent organizational skills. We have established excellent, efficient systems to facilitate this work, but you need to have strong organizational skills and be attentive to detail to use the systems effectively.
- The ability to work independently. Because this is a growing business, you need to be comfortable working alone or independently at times. We will provide training and set goals, provide the technology and systems for you to achieve those goals. You will be empowered to make decisions and will be held accountable for your decisions.
- Minimum of 2 years experience with customer service, deadlines and accomplishing tasks on a deadline.
- P&C insurance experience a plus
- Highly organized, self-motivated and the ability to multi-task
- Excellent data entry skills
- Detail-oriented
- Proficient in all MS Office applications
- Strong written and oral communication skills
- High school diploma or GED required
To be the very best at this position, we look for the following qualities.
Applicants must have great data entry skills and previous expereince.
This position requires someone who loves to stay constantly busy.
Qualifications:
Full benefits available
Pay = $15 to $17 hour
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