Insurance Assistant

2 weeks ago


Shelton, Connecticut, United States William Raveis Real Estate Full time

{"h3": "Job Opportunity: Producer Assistant
", "p": "At William Raveis Real Estate, Mortgage & Insurance, we are seeking a highly organized and proactive Producer Assistant to support our insurance agency. As a key member of our team, you will play a critical role in policy processing, client communication, and agency operations.
", "ul": [{"li": "Assist clients in completing insurance applications accurately and efficiently."}, {"li": "Review applications for completeness and accuracy, ensuring timely submission to carriers."}, {"li": "Prepare binders for new policies and coordinate with carriers to issue binders promptly."}, {"li": "Process policy issuance, ensuring accurate policy details and addressing any post-close issues related to policy issuance."}, {"li": "Handle immediate post-close issues, including carrier-related issues, and collaborate with Customer Service Representatives to resolve client inquiries."}, {"li": "Maintain the End-of-Month (EOM) tracker, verifying that policies are correctly recorded in our agency management system."}, {"li": "Assist clients with 2A forms (proof of insurance) and License Plate Registrations, ensuring timely submission to relevant authorities."}, {"li": "Handle routine carrier calls related to policy status, endorsements, or general inquiries, and escalate complex or serious issues to the insurance agent."}], "h3": "Requirements:
", "ul": [{"li": "High school diploma or equivalent."}, {"li": "Proficiency in using agency management systems (e.g., Vertafore AMS360, EZ Lynx) and Microsoft Office Suite."}, {"li": "Excellent communication skills (written and verbal) and attention to detail."}, {"li": "Prior experience in the insurance industry is preferred."}], "h3": "Benefits:
", "ul": [{"li": "Competitive salary."}, {"li": "Health insurance."}, {"li": "Retirement savings plan."}, {"li": "Professional development opportunities."}]



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