Support role for Insurance Producers, confirm changes to client, follow-up for receipt of endorsements, verify their accuracy and deliver to the client with appropriate correspondence
Participate in basic client services such as issuing Certificates of Insurance, Evidence of Property Coverage and Auto ID Cards.
Process various documents such as policy audits, cancellations and reinstatements.
Qualifications and Skills:
Strong organizational skills and attention to detail
Willingness to attain life and health license
Willingness to further professional development through insurance course
Good interpersonal skills and ability to work in a team environment
We are willing to train
Bi-Lingual (Spanish) not required but a plus
Competency with the Internet, Microsoft office, and other insurance technology knowledge of Microsoft Office (Word, Excel, Outlook)
Ability to work independently
Superior Customer Service Skills