Insurance Associate, Private Company - Small Business Insurance


Provide support for Client Administrators in servicing all lines of Business Insurance insurance in accordance with departmental objectives and procedures.

Essential Duties and Responsibilities:

  • Assist Client Administrator 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 Administrator.
    • Set up original policies in binders.
    • Draft a Summary of Insurance for the Client Administrator to review.
    • Verify that Endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in ImageRight.
    • File monthly installment and direct bill invoices, loss runs, and loss control reports.
  • Become proficient in the use of technology systems, software and tools such as ImageRight, Bar Coding and Scanning used to perform duties.
  • Establish and maintain positive and effective working relations with other Associates and clients

Education and/or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.


This position interacts with and provides service to a large group of internal associates. The Insurance Associate must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required:


Successful work history to include 1-2 years experience in a professional office setting directly related to job responsibilities specified above or a bachelor’s degree or ability to receive the degree within two to three months.

  • Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is required.
  • Skill in organizing resources and establishing priorities.
  • Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
  • Demonstrated ability to develop, plan, and implement short- and long-range goals.
  • Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training
  • Maintain a valid, unrestricted California Life & Disability Property & Casualty License and meet continuing education requirements.

Work Environment and Physical Demands:

  • Ability to use computer keyboard and sit in a stationary position for extended periods.
  • Work is performed in a typical interior/office work environment.


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