Insurance Associate - Private Client
Provide support for Client Managers in servicing all lines of personal insurance in accordance with departmental objectives and procedures.
Essential Duties and Responsibilities:
-- Assist Client Manager in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
-- Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
-- Ordering and reviewing loss run and claim status reports.
-- Documenting client files regarding action items, follow up of outstanding issues, and completed tasks.
-- Complete applications as needed.
-- Create certificate notebooks.
-- Managing expiration lists.
-- Process incoming mail to include policies, endorsements, invoices, loss control reports and Loss Runs.
-- Verify items needed to check incoming policies are available in ImageRight prior to providing the policy to the Client Manager.
-- Draft a Summary of Insurance for the Client Manager to review.
-- Verify that Endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding task in ImageRight.
-- File monthly installment and direct bill invoices, loss runs, and loss control reports.
-- Assist Client Managers in handling business after the sale has been made and preparing for the marketing of renewal business.
-- Set up marketing folders and renewal workflow schedules.
-- Update policies in agency management system to appropriate status.
-- Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
-- Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta to perform duties.
-- Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
-- A bachelor’s degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
-- Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
-- Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
-- Proficient with 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.
Work Environment and Physical Demands:
-- Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
-- Work is performed in a typical interior/office work environment.
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