Account Assistant, Commercial Insurance
Some people are born to help others and in the insurance industry, there is no shortage of people who need our help! We’re currently looking for an Account Assistant who will work with our Sales Executives and Account Managers to provide exceptional service to our clients. This is an excellent role for anyone who is looking to get their insurance career started!
What’s the work like?
Assist department team members with general service needs, including but not limited to, processing evidence of coverage, auto ID cards, ordering endorsements, entering applications, assembling policy books, pulling and checking policy forms for accuracy, and limited policy checking
Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
Follow agency and department procedures as outlined by management
Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
Maintain regular and consistent attendance
Any other special projects and duties as assigned
What do I need to know?
You have to have…
Okay, so what’s in it for me?