Personal Lines Assistant Job at Crest Insurance Group, LLC
Crest is looking for a top-notch Personal Lines Assistant/Associate to service and expand our Personal Lines book of business. This is an opportunity of a lifetime to have a career in a fast-growing insurance brokerage firm. We have physical locations in Arizona, Colorado, California, and Wyoming, servicing customers in all 50 states.
This position supports the Personal Lines Department. As an assistant to Account Managers, this position requires skills to accurately perform clerical, technical information entry and administrative support functions. This position requires excellent communication skills, mathematical skills and computer skills.
Minimum Qualifications:
- High School Diploma/GED
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Ability to navigate various carrier websites to retrieve items for processing or customer inquiries.
- Arizona P&C license is not required at the time of hire. Candidates must obtain license within the first 90 days of employment.
Preferred Qualification:
- Associates or bachelor’s degree
- Previous experience working in EPIC
Additional Knowledge Skills and Abilities:
- Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
- Must possess excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.
- Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
Examples of Essential Job Duties:
- Review and adhere to processing procedures in order to incorporate the capabilities of the agency management system into the daily workflow.
- Create, order & process policy change requests within agency management system and accurately send to insurance carriers. Initially master the following types of policy changes: Vehicles, drivers, mailing address, location address changes, property changes, adding additional interests to policies (mortgagees, lien holders, additional insured) etc.
- Assist Account Manager with renewal process
- Follow up with carriers for the following types of documents: policies & endorsements either via email of via the applicable carrier website
- MVR’s – Order and know how to read
- Claim history letter. Request Loss Runs from carriers or retrieve from applicable carrier websites.
- Return Mail (no forward provided).
- Verification of client schedules and corresponding information entry into the Agency management system
- Performs in a manner that will prevent errors and omissions.
- Work closely with Account Manager’s to develop the skills and insurance knowledge necessary to perform assigned tasks.
- Follow agency Standard of Excellence and Best Practices procedures for processing and preparation of customer correspondence, Evidence of Insurance, binders, cancellation requests, insurance I.D. cards and internal correspondence as requested ensuring that activities and follow-ups are set and the client file in the agency management systems is updated and consistent with the paper file.
- Help with agency projects not related to Personal Lines
- Other duties as assigned.
Crest is an equal opportunity employer, ensuring that no applicant for employment or employee is denied equal opportunity because of race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability, family medical history or genetic information, political affiliation, or military service.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Schedule:
- Monday to Friday
Application Question(s):
- This position is a 40 hour per week position. Typical hours are 8:00 AM to 5:00 PM. Are you willing to work the hours required for this position, including additional hours as needed during peak enrollment periods?
- Do you have a current Property & Casualty Insurance license in Arizona or another State?
- This position is an entry level position with a pay range reflective of the knowledge, skills and abilities required to perform the essential job duties. What is your expectation regarding your minimum hourly rate of pay?
Work Location: One location
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