Policy Services Assistant
4 weeks ago
Key Responsibilities:
- Maintain accurate and up-to-date filing systems for policy files and paper filing
- Code and create new business files in a timely manner
- Pull and distribute renewal files monthly to ensure seamless operations
- Maintain a proper file destruction timeline to ensure compliance
- Prepare and distribute office mail daily to keep the team informed
- Provide coverage for the receptionist as needed
- Assist the Policy Services team with reinstatements and other tasks
- Order and distribute experience modification worksheets as required
- Provide backup support for loss run requests
Requirements:
- High school education or equivalent
- Ability to work individually and as part of a team to achieve common goals
- Proficiency in Microsoft Office
- Ability to learn and customize the Agency Management System
- Ability to meet service expectations and deadlines
Preferred Qualifications:
- Insurance industry knowledge
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 paid holidays, vacation time, and sick leave. For more information on benefits, please visit our website.
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