The primary focus of the Senior Insurance Associate is to provide technical support to Client Managers and to clients in maintaining Business Insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director of Private Company. This role is educational and support based to learn the business and prepare this individual to become a Client Manager in the future.
Essential Duties & Responsibilities
•Assist in obtaining paperwork for new and renewal business for Client Managers to include:
- Applications and other documents required for a submission
- Re-marketing Renewals
- Certificates of Insurance
- Notices of Cancellation to Insureds
•Perform account reconciliation.
•Prepare Summary Of Insurance.
•Have good verbal and written communication skills for both client and internal communication.
•Maintain client files.
- File all documentation in ImageRight per filing guidelines.
•Participate in Errors & Omission audits as needed.
•Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to a large group of internal associates. The Senior Insurance Associate must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required:
Successful work history to include 3-5 years experience in a professional office setting directly related to job responsibilities specified above