Independently perform daily tasks to efficiently manage client service needs, including preparing documents, invoicing, and processing policy changes
Job Summary
Independently perform daily tasks to efficiently manage client service needs, including preparing documents, invoicing, and processing policy changes.
The company offers a vibrant culture with opportunities to share unique potential and emphasizes building trust through honest and caring actions.
Benefits include health, dental, vision, paid parental leave, continuing education, 401k profit sharing, generous time off, and support for community efforts.
Matching Summary
Independently perform daily tasks to efficiently manage client service needs, including preparing documents, invoicing, and processing policy changes.
Skills & Requirements
Must-have
Manage daily client service needs
Prepare certificates and binders
Invoice agency bill transactions
Process policy endorsements
Retrieve and save policy documents
Nice-to-have
Forward-thinking company culture
Innovative and vibrant culture
Empowering employees
Supportive new parent benefits
Contribute to organization success
Key Requirements
High school diploma required
College degree preferred
Some administrative or customer service experience
Insurance industry experience preferred
Active Property Casualty Insurance license required or ability to acquire within three months