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Insurance Service Associate

1 month ago

Houston, Texas, United States McGriff Insurance Services Full time
Job Title: Insurance Service Associate

We are seeking a highly organized and detail-oriented Insurance Service Associate to join our team at McGriff Insurance Services. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients and internal stakeholders.

Key Responsibilities:
  • Set up new prospects and complete customer data entry according to procedures.
  • Process audits, order loss runs, run proposal and generate loss summaries.
  • Establish and communicate schedules.
  • Open, distribute, scan and route mail.
  • Order office supplies (if applicable).
  • Show proficiency in utilizing resources and software to generate reports and/or other requested information.
  • Invoice premiums related to clients.
  • Complete routinely daily, weekly, and monthly reports, as assigned.
  • Research and resolve policy discrepancies.
  • Monitor real-time call arrival patterns to ensure satisfactory service levels.
  • Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.
  • Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
  • Maintain production goals for completing work, while maintaining high quality.
  • Support service and production team in reaching overall agency revenue and retention goals.
  • Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
  • Perform other duties, as assigned.
Requirements:
  • High school graduate or equivalent.
  • Strong organizational skills.
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
Benefits:

As a regular teammate working 20 hours or more per week, you will be eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during your first year of employment, along with 10 sick days (also prorated), and paid holidays.

McGriff Insurance Services supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

McGriff Insurance Services is a Drug Free Workplace.