Insurance Service Assistant
4 days ago
We are seeking a highly organized and detail-oriented Assistant Client Service Specialist to provide exceptional support to our team.
Responsibilities:- Assist with phone reception duties and provide excellent customer service to clients.
- Work closely with the Client Service Specialist team to provide support and assistance with various duties.
- Request loss runs and issue proof of insurance as requested by clients.
- Process transactions carefully and accurately to minimize errors and omissions exposure.
- Maintain professional accreditation and participate in continuing education programs to stay up-to-date with industry standards.
- Build and maintain positive relationships with staff members and communicate effectively with supervisors and managers.
- Document all conversations with clients and carriers in our management system.
- Adhere to workflow procedures and guidelines to reduce the risk of E&O claims.
- Promptly report all E&O claims and potential E&O claims.
- Maintain confidentiality in all aspects of client, staff, and agency information.
- Experience with Microsoft Office programs and a plus if you have experience with AMS360.
- Prior experience in the insurance industry, particularly in commercial insurance, is a plus.
- NYS insurance brokers license is required within a year.
- Positive attitude, excellent communication skills, and ability to work effectively with others.
- High level of organizational ability with attention to detail.
We are an equal opportunity employer and welcome applications from all qualified candidates. The salary range for this position is $37,500 - $42,500, and the specific salary offered may be influenced by factors such as relevant experience, education, and work location.
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Insurance Service Assistant
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