Current License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
Intermediate knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software programs, including but not limited to Sagitta, ImageRight, and PowerPoint.
Capable of typing a minimum of 55 words per minute.
Excellent written and verbal communication skills.
Takes initiative to contribute as a proactive and determined professional.
Uses accuracy and thoroughness while completing job responsibilities.
Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.
Responsibilities:
Enters client information, including detailed records of policy and client communication, into client management programs.
Handles endorsement documenting and processing.
Follows up on items needed for policies to be issued.
Prepares documents for presenting risks to market.
Maintains a concern for timeliness and completeness when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims.
Records only surplus lines taxes and payables.
Completes special projects as assigned.
Looks for opportunities to improve the firm, business segment and processes.
Brings issues and discrepancies to the attention of appropriate leadership.