Administrative Assistant - Commercial Insurance

Coverage

The Policy Service Associate I will provide administrative and clerical support to department members. Works directly with Account Managers to assist in processing client requests for service; processing endorsements, cancellations, and binders; requesting worksheets and experience modifications at renewal; verifying and maintaining account files. Assist with maintaining client relationships.

Essential Duties And Responsibilities

• Aid Sales Executives and/or Account Managers with tasks as assigned
• Absorb and prepare client service requests, endorsements, cancellations, certificates of insurance and binders
• Prepare proposals for presentation
• Check in policies for accuracy and communicate variances with Account Manager
• Aid in maintaining and verifying accurate records
• Review monthly renewals in advance and assist in renewal processing
• Prepare and maintain relevant reports (Example: download report)
• Provide backup support for Administrative Assistants

Skills

• Good written and verbal communication
• Ability to interact and communicate positively with co-workers

Licensing Or Certification Requirements

MUST obtain current Property/Casualty or Life/Health License (depending on department alignment) in resident state within 120 days of hire; includes maintaining by meeting all continuation education and other requirements

Work And Education Experience Requirements

• 2+ years’ office experience
• High school diploma or equivalency; some college preferred
• Department Account Management & Service Required Experience: 1-2 years of relevant experience
• Required Education: High school or equivalent