WM Insurance Assistant

About the Role

Under general supervision, assist the account management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects.

Responsibilities

• Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
• Verify, invoice, and process insurance policies, endorsements, and/or claims.
• Maintain accuracy and completeness of customer database on agency management system.
• Process routine to complex transactions.
• Process and revise draft insurance proposals or quotes.
• Proofread documents for accuracy and completeness.
• Answer incoming calls.
• Manage incoming and outgoing mail.
• Administer claim reports.
• Review expiration lists.
• May issue binders, policies, and endorsements as directed.
• Create and maintain files according to policies and procedures guidelines.
• Prepare or request loss summaries and/or detailed insurance summaries.
• Assist in reconciliation of accounts receivable by account.

Requirements

• 1 year or more of customer service experience.
• High school diploma or graduate equivalent degree required.
• Experience performing a variety of clerical functions, including photocopying, faxing, filing, and data entry.

Skills

• Working knowledge of Microsoft Office suite of products.
• Ability to navigate multiple computer systems and applications, utilizing search tools to find information.
• Analytical ability with high attention to detail and accuracy.
• Strong verbal, written, and interpersonal communication skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Ability to work effectively in a team environment and across all organizational levels.
• Ability to be flexible and adaptable to changing priorities and deadlines.
• Ability to follow policies, procedures, and regulations.

Benefits

• Medical, wellness, dental, and vision benefits.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short- and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.