Banking - Financial Services
Under guidance, provides day-to-day administrative and technical support to an assigned group of commercial property and casualty prospects/customers. Duties include: responding to prospect/customer inquiries and requests for information; processing applications and renewals; routine invoicing and tracking receivables, checking documents for accuracy; inputting data; maintaining files; assembling documents and preparing materials for meetings with customers and prospects. May assist with resolving accounting discrepancies and marketing efforts.
* Basic Qualifications:
1+ years of insurance experience.
* Minimum Qualifications:
Demonstrated flexibility and adaptability to changing priorities and deadlines. Excellent organizational and time management skills. Strong attention to detail to ensure document accuracy. Able to follow policies, procedures and regulations. Good verbal and written communications skills. Able to work effectively in a team environment. Strong customer service skills. Insurance license for designated insurance line required within 6 months of hire, considering state law restrictions. Microsoft Office Suite experience required.