Insurance Associate - Marketing

About the position

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

Responsibilities

• Assist Client Administrators and Managers 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 New Mail and mail monthly installment invoices to clients.
• Prepare policy for policy checking by confirming all necessary documents are in file, creating policy checking request form, and sending task to policy checkers.
• Process the policy to the client when checked policy is returned with no errors; if errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
• Review endorsements for accuracy; if correct, send to client with explanatory email; if errors, process request for correction.
• Follow-up with accounting for return premium checks if not received in a timely manner.
• Follow-up with Carriers/Wholesalers for completion of endorsements.
• File and prepare cancellations/reinstatements for CA/CM and update task to note policy with cancellation date.
• Complete daily certificate requests and date off holders.
• Add new prospects and clients in Sagitta, update policy data, issue Auto ID Cards, and create applications.
• Manage the set up and use of the teams iPads.
• Create Schedules of Insurance as requested and handle special projects as requested.
• Assist in the processing of Final Audits with more experience.
• Become proficient in the use of technology systems, software and tools such as ImageRight and Sagitta.
• Establish and maintain positive and effective working relations with other Associates and clients.

Requirements

• A bachelor's degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
• Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
• Achieve an AAI, AINS or INS designation and have willingness to pursue continuing education in the form of insurance designations and professional development training.
• Proficient with Microsoft Office software (Word, Excel, and Outlook).
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.

Benefits

• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs