Base: $28.85 to $31.25 ph; bonus/equity: not speci...
Process lost policy release forms
Issue certificates of insurance
Manage account documentation
The role involves supporting the team in retaining clients and assisting Producers in obtaining, maintaining, and expanding business
Job Summary
The role involves supporting the team in retaining clients and assisting Producers in obtaining, maintaining, and expanding business.
Employees are offered a rewarding job that helps local businesses while enjoying medical/dental/vision/life insurance and a 401k matching program.
The company fosters an entrepreneurial culture that empowers employees to make decisions and provides continuous opportunities for growth and development.
Matching Summary
The role involves supporting the team in retaining clients and assisting Producers in obtaining, maintaining, and expanding business.
Salary
Base: $28.85 to $31.25 per hour; Bonus/Equity: Not specified; Benefits: Medical/dental/vision/life insurance, 401k matching, Health Savings Account funding
Skills & Requirements
Must-have
Process lost policy release forms
Issue certificates of insurance
Manage account documentation
Maintain follow-up system with carriers
Match transactions for revenue recording
Nice-to-have
Strong written and oral communication skills
Well organized with an aptitude for details
Strong work ethic
Willingness to sit for exam within 1st year
EPIC experience preferred
Key Requirements
1-2 years of insurance experience
Property/Casualty License or willingness to sit for exam