About the role
- Assist in supporting the day-to-day service to clients or carriers at the direction of Client Managers
- Process changes to the policies at the direction of the Client Manager
- Send endorsements, cancellations, audits, etc. to the client at the request and direction of the Client Manager
- Follow operating procedures related to file and record maintenance
- Comply with applicable insurance regulations
- Review policies received from carriers for specifications compliance
- Expedite with insurance carriers needed corrections to policies received
- Process or prepare endorsements and applications
- Order policies and other required insurance documents
- Update client’s loss history and exposures
- Prepare schedules of insurance coverage and correspondences on routine insurance matters
- Update applications and schedules at the Client Manager's request
- Rate and issue company specific endorsements
Requirements
- High School Diploma or GED
- 1+ years in commercial lines insurance
- Ability to obtain Arizona Property/Casualty license upon hire
- Ability to effectively communicate, both written and verbally, to internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with clients, vendors and peers
- Ability to work independently and in cross-functional teams
- Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial lines insurancepolicy processingendorsement preparationapplication processinginsurance document managementcompliance reviewloss history updatinginsurance coverage scheduling
Soft skills
effective communicationtime managementorganizational skillsmulti-taskingattention to detailrelationship buildingindependenceteam collaboration
Certifications
High School DiplomaGEDArizona Property/Casualty license