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Description
Flood and Peterson is hiring an Agri-Business Account Assistant!
As an Account Assistant you will learn commercial agri-business insurance from the ground up, preparing you for a long and successful career in the industry. You will be assisting our Account Managers in servicing and retaining our agri-business insurance clients and learning a lot along the way. This is an excellent opportunity for someone with agri-business knowledge or experience but is brand new to insurance.
Essential Duties and Responsibilities
Other duties may be assigned.
• Responsible for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, endorsements, invoicing, audits, claims, etc.
• Responsible for detail and accuracy while performing tasks outlined above within the management system
• Perform initial policy check to verify policy accuracy for new and renewal business
• Review & compare coverage forms
• Advise Account Manager or others of any discrepancies within the policy and data management system
• Upload policy for delivery to insured
• Assist in risk and exposure analysis and complete pre-renewal process as follows:
• Order loss runs from insurance carriers
• Prepare workbooks, certificate lists and supplemental applications for review
• Responsible for integrity of policy data on Agency Management Systems while processing requests
• Comply with and follow corporate workflow procedures and guidelines
• Provide outstanding customer service and teamwork and seek to improve whenever possible
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities, but is expected to mentor new team members and Inform Supervisor/Manager of all matters that may give rise to an E&O claim.
COMPENSATION INFORMATION
At Flood and Peterson all full time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our excellent 401k program, which includes both safe harbor and discretionary matching. We also offer several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services. In addition to regular pay, this position is eligible to participate in our annual performance incentive program.
Starting pay for exempt position is $22.00-24.00/hourly . Pay may exceed this range for well-qualified candidates, commensurate with experience.
Requirements
MINIMUM QUALIFICATIONS
Education and Work Experience
Experience in the Agriculture industry (Farming, Ranching, Retail or equivalent). One-year certificate from college or technical school; or one to two years related elated experience and/or training; or equivalent combination of education and experience.
Flood and Peterson Values
Flood and Peterson is deeply committed to delivering our Promise to our Employees, Clients, Communities, and Strategic Partners. To perform the job successfully, an individual should demonstrate the following values:
Language
Ability to comprehend and interpret instructions, concise correspondence, and memoranda. Ability to compose articulate correspondence. Proficient in delivering information effectively in individual and small group settings.
Mathematical
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
This position requires use of the following software or applications:
Word Processing, Internet, Spreadsheets, Email, Presentations, Desktop Publishing, Project Management, Adobe Professional Suite
Certificates, Licenses, Registrations (if applicable)
PHYSICAL DEMANDS
The role requires mobility and the ability to move independently. Tasks primarily involve office and desk work, including manual dexterity tasks such as typing, handling objects, reaching, and utilizing hands for various activities. Additionally, the role includes talking, hearing, and sitting for extended periods of time. Occasionally, lifting objects weighing up to 25 lbs. is necessary. The office environment typically features moderate noise levels, including sounds from computers, printers, and moderate foot traffic.
Full Time
$115k-155k (estimate)
05/31/2024
07/30/2024
fpinsurance.com
Palos Verdes Peninsula, CA
100 - 200