Business Services Associate

6 days ago


Sacramento, California, United States Insurance Services Group of the Southeast, Inc. Full time

Business Services Associate - We are looking for a motivated and organized individual to join our team as a Business Services Associate at Insurance Services Group of the Southeast, Inc.

About the Role
  • The ideal candidate will have a minimum of 1 year of commercial underwriting/premium audit experience.
  • Proficient in Microsoft Office and Microsoft Outlook required.
  • Able to work independently in a remote environment free from outside distraction/interruption.

This role involves handling phone calls, directing them to the right person, and providing support where needed. Additionally, you will read and analyze email, submissions, and reports to determine their significance and distribute them accordingly.

Key Responsibilities
  1. Answering incoming phone calls and directing them to the correct staff member.
  2. Completing outbound calls to customers who need documents.
  3. Returning voicemail messages and providing support or directing the caller to the right person.
  4. Providing information to policyholders and agents about due dates and document requirements.
  5. Reading and analyzing incoming emails, submissions, and reports to determine their significance and distributing them accordingly.
  6. Indexing documents in our electronic files.
  7. Helping obtain updated contact information for policyholders or agents when necessary.
  8. Providing support to other departments as needed.
Requirements
  • High school diploma or equivalent.
  • Minimum of 1 year of commercial underwriting/premium audit experience.
  • Proficient in Microsoft Office and Microsoft Outlook.
  • Ability to work independently in a remote setting without distractions.


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