Insurance Associate

Insurance Associate

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 as well as 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.

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
• Mail monthly installment invoices to clients
• Prepare policy for policy checking by confirming all necessary documents are in file, creating policy checking request form, sending task to policy checkers, processing the policy to the client if no errors, or processing policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
• Review endorsements for accuracy, send to client with explanatory email if correct, process request for correction if errors, follow-up with accounting for check if not received in a timely manner, and follow-up with Carriers/Wholesalers for completion of endorsements.
• File and Prepare for CA/CM cancellations/reinstatements, updating task to note policy with cancellation date.
• Complete daily cert requests and date off holders.
• Add New Prospects and Clients, update policy data, issue Auto ID Cards, and create Applications in Sagitta.
• Manage the set up and use of the teams iPads.
• Create Schedules of Insurance as requested.
• Handle Special Projects as requested, and 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.

Preferred Qualifications

No preferred qualifications provided.