Insurance Agent Assistant

1 month ago

Vancouver, United States U Trust Insurance Agency LLC Full time

U Trust Insurance Agency LLC is a leading trucking insurance agency serving clients across 27 states. With a strong commitment to excellence and customer satisfaction, we have built a reputation for providing top-notch insurance solutions and exceptional service. We currently have a thriving office in Vancouver, WA, and are seeking a dedicated and highly qualified Agents Assistant to join our team at this location.

Position Overview:

As an Agents Assistant, you will play a crucial role in supporting our licensed insurance agents in the sales process. This position requires exceptional organizational skills, attention to detail, and a strong understanding of insurance policies and procedures.

The Agents Assistant will assist our agents with administrative tasks related to insurance applications, IFTAs, MVRs, Loss Runs, preparing payment documents, and performing actions inside our policy management system, Applied Epic.

Responsibilities:

  • Provide administrative support to licensed insurance agents in the sales process.
  • Assist in processing insurance applications accurately and efficiently.
  • Handle tasks related to IFTAs, MVRs, and Loss Runs.
  • Prepare payment documents for insurance policies.
  • Perform actions inside our policy management system, Applied Epic, such as adding clients or policy coverages.
  • Collaborate with agents to handle client inquiries and policy-related requests.
  • Maintain accurate and up-to-date records of client interactions and policy details.


Requirements:

  • Previous experience in customer service or administrative work is preferred.
  • Knowledge about insurance is a plus, but not required. We are willing to provide comprehensive training for candidates starting from a zero level in insurance.
  • Strong emphasis will be placed on soft skills, including excellent communication, problem-solving abilities, attention to detail, and a positive and friendly demeanor.
  • Candidates should be proficient in using computer systems and software for data entry and client interactions.
  • Proficiency in Russian or Ukrainian language is required, as this position involves interacting with clients who speak these languages.
  • Exceptional organizational skills and the ability to multitask in a fast-paced environment are essential.

Career Growth:

At U Trust Insurance Agency LLC, we believe in nurturing the potential of our employees. The Agents Assistant position offers opportunities for career advancement within the insurance industry, with potential pathways to licensed insurance agent roles or other specialized positions. We provide support and resources for your professional development, including corporate education programs from various vendors to help you achieve your career goals.

Schedule:

The work schedule for this position is Monday to Friday, from 8 am to 4 pm, in our Vancouver, WA office.

Trial Period:

The selected candidate will undergo a trial period of 2 months. During this time, we will assess your performance and suitability for the role.

How to Apply:

If you meet the qualifications and have a strong passion for the insurance industry, we would love to hear from you. Please submit your resume and a cover letter detailing your relevant experience.

Note: We appreciate all applications, and we will thoroughly review each one to identify the best fit for the position. Only shortlisted candidates will be contacted for further steps in the hiring process.

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