Team Support Specialist/Insurance Processor

Summary

This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance and Personal Lines accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our "Client-First" service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.

Qualification Requirements

• A combination of 2 years education or related office experience (ie. insurance claims department, medical office, independent agency, etc.).
• NC Department of Insurance Property and Casualty License OR ability to obtain license within the first 90 days of employment
• Bilingual in English/Spanish is preferred

Knowledge, Skills, And Abilities

• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel, and Outlook)
• Must be an assertive self-starter with the ability to influence others
• Excell at being client focused and able to work in a team-oriented environment
• Should have demonstrated effective presentation skills through both verbal and written communications.

Essential Functions

• Maintains digital files in an orderly, up-to-date manner
• Processes change requests for clients on the same day as requested
• Processes confirmed cancellations on the same day as requested
• Sets seeks advice from Accounts Managers (AMs) with any problem with their accounts
• Maintains working knowledge of all company change procedures
• Aids or fills-in for AMs as directed
• Inputs late-payment notices direct notice of cancellations, and payment-received notices into the agency automation system
• Processes paperwork assigned by AMs on the same day as requested
• Prints proposals, policy notebooks, and other materials for client visits
• Runs carrier quotes for new potential groups
• Creates renewal spreadsheets and other necessary materials for existing clients
• Performs other functions as assigned by management

Physical Demands

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
• The employee is frequently required to stand, bend, stretch, and walk.
• Visual requirements include reading a computer monitor, peripheral vision, and the ability to look from screen to objects on desk to visitors walking in the door.
• Color vision needed.
• The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

Work Environment

This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.

Travel

No travel required