Insurance Assistant
Core
Support Team Leaders and Producers in servicing new and existing insurance accounts to achieve sales goals and service standards.
Role type
Insurance Administrative Assistant
Builds
Agency sales goals and service standards
Domain
Insurance / Administrative Support
Deliverable
dashboards & analysis
Required skills
Client request handling, Policy review, Carrier rating systems, Data compilation, Agency automation, Underwriting philosophy knowledge
Responsibilities
Handle client requests for information, endorsements, and cancellations; Review policies, endorsements, audits, and quotations for accuracy; Assist in data compilation; Maintain service center accounts; Report service problems to Team Leader.
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