Our company is seeking an Insurance Assistant to join our growing team of insurance specialists in both personal and commercial insurance lines of P&C business.

The main function of this position is to provide customer service and administrative support internally to employees in both Personal Lines and Commercial Lines of P&C Insurance.

Benefits offered: Paid vacation time off, Paid Holidays, Health, Dental and Vision Insurance. 401(k) Plan.

Insurance Assistant Responsibilities

• Willingness to learn insurance industry (commercial lines and personal lines) through on the job training and must have at least a 440 license or willingness to obtain a 440 insurance license ASAP (paid for by company).
• Responsible for daily mail retrieval, sorting and delivering internally.
• Assist in printing of certifications when requested.
• Assist in ordering MVRs when requested.
• Answering/screen incoming phone calls and forwarding them to appropriate person within company.
• Work with other internal employees and provide support to them when the need arises on both personal lines and commercial lines.

Please note: the following duties will NOT be performed until employee receives 440 insurance license:

• Analyze customer’s complaints and recommend solutions
• Discuss with customers on telephone and provide information on the company’s products and services.
• Document all conversations with clients with details of inquiries or complaints and action steps that were taken.
• Contact customers for updated renewal information
• Take emergency calls from clients that have been involved in an accident, or have a need to report a claim.
• Send newsletters, mails, and other forms of correspondences to customers.
• Receive reports of claims and communicate reports of investigation to the clients.
• Assist clients in filling of policy documents and contact them whenever any error is discovered, or when it needs to be corrected.
• Maintain strong clientele relationship with customers.
• Complete contract forms, prepare change of address records, and issue service discontinuance orders, using Applied Software.
• Confer with customers by telephone or in person in order to provide information about products and services, to take orders or cancel accounts, or to obtain details of complaints.
• Contact customers in order to respond to inquiries or to notify them of claim investigation results and any planned adjustments.
• Determine charges for services requested, collect deposits or payments, and/or arrange for billing.
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.

Insurance Assistant Knowledge, Skills, and Abilities and Education/Work Experience Requirements:

• Have license or be willing to pursue a 440 Insurance license immediately upon hire.
• Ability to work with multi tasking being a key component of job.
• Exceptional analytical and organizational skills, including the ability to identify and resolve problems in a timely manner.
• Possess a bubbly and friendly personality as this position will be the first contact with the office.
• Excellent interpersonal skills necessary to communicate with courtesy and tact among a diverse group of personalities.
• Friendly and willing to provide assistance – ALWAYS.
• A good memory for remembering data and details.
• Above average computer and typing skills.
• Must be punctual at all times and able to put in flexible working hours.
• A good listener with sound judgment.
• Ability to cope in a fast paced job environment.
• Ability to organize and prioritize numerous tasks and complete them under tight time constraints while maintaining excellent attention to detail.

Job Type: Full-time

Pay: $16.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• No nights
• No weekends

Experience:

• phone or customer service: 1 year (Required)

License/Certification:

• Insurance 440 License (Preferred)

Work Location: In person