This position will be primarily responsible for working with account managers and producers on new and renewal commercial insurance servicing to include: certificate processing, policy maintenance and change requests; application preparation, producer support; creating and maintaining client files and underwriting data; direct communication and follow up with clients as necessary and other clerical duties as assigned. This is an inside service position with no/limited travel requirements. An excellent phone presence and willingness to work as part of a team are critical to the position.
We need a fast learner who possesses:
- Excellent written and oral communication skills
- Strong computer skills (MS Word, Excel, Adobe and Outlook)
- Strong organizational skills
- Familiarity with paperless office concept, document scanning, email, etc.
- A positive and professional attitude
QUALIFICATIONS, EDUCATION and/or EXPERIENCE :
- Minimum 2+ years insurance experience
- Experience working in an agency management system (Applied/Epic a plus)