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Insurance Associate

3 months ago

Mission Viejo, California, United States Apogee Insurance Group Full time
Job DescriptionJob Description

Apogee Insurance Group is a Berkshire Hathaway specialty broker focused on Professional (E&O), Management (D&O, EPL, Crime, and Fiduciary), Commercial, Cyber, and Pollution Liability. Our product expertise, service, and focus on independent retail agents set us apart from other wholesalers. We are licensed in all 50 states and provide both admitted and excess & surplus terms from over 60 insurance companies. With offices located in Philadelphia, Chicago, Mission Viejo, and Austin; our team members believe in face-to-face relationships to assist our customers with the best experience in placing Professional and Management Liability.

JOB LOCATIONS:

Hybrid role - reporting into the Mission Viejo Office

The Insurance Associate is a fundamental role within the Apogee Team that is primarily focused on the daily processing and issuance of quotes, data entry, reporting, and compliance. This role provides a challenging and rewarding opportunity for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.

JOB FUNCTIONS:

  • Data entry and creation of insurance proposals for delivery to customers
  • Processing and delivery of insurance binders and invoices to customers and subsequent prior-to-binding items.
  • Assisting account managers with the sales process, involving customer and underwriter interaction both verbal and written communication, working with sales and marketing team on various projects, as well as reporting on results.
  • Policy issuance and adhering to our 30 day policy issuance service promise to customers.
  • Assisting in the processing and servicing of issued policies in combination with account managers to obtain and process endorsements, cancellations, and other administrative tasks.
  • Liaison with accounting, clerical, and compliance team to delegate, track, and coordinate various surplus lines documents as well as any corrective data entry needed to maintain database integrity.
  • Sole responsibility for our customer contract process and maintaining proper records
  • Other tasks, projects, and presentations required by leadership

QUALIFICATIONS & EXPERIENCE REQUIRED:

  • This position demands an organized, self-motivated team player with the urgency, thoroughness, and time management skills to make a positive impact on our business
  • Drive for self-improvement and openness to receive feedback will unlock future potential and advancement
  • 2-3 years of hands-on experience in customer service or communication is preferred
  • Prior insurance product knowledge and insurance education – a plus
  • Must obtain Property and Casualty Insurance License within 90 days of start date

APOGEE BENEFITS:

  • Base salary with quarterly and end of year bonuses based on performance
  • Full medical benefits package for you and your family
  • Collaborative and fun company culture with healthy work-life balance
  • Receive compensation for training and continuing education while you learn the business
  • Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
  • Free lunch provided daily
  • Full gym on site
  • Company phone & Surface laptop provided

At Apogee, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.

If you have questions regarding your application status, please email

Company DescriptionOur team is a group of energetic, knowledgeable, and dependable professionals who are certified in training customers on professional liability forms and coverage. Our product expertise, service, and focus on the independent retail agent customer helps us build lasting relationship and sets us apart from other wholesalers.Company DescriptionOur team is a group of energetic, knowledgeable, and dependable professionals who are certified in training customers on professional liability forms and coverage. Our product expertise, service, and focus on the independent retail agent customer helps us build lasting relationship and sets us apart from other wholesalers.