Insurance Assistant

The Insurance Assistant works closely with Team Leader and Producers to service new and existing accounts to achieve Agency sales goals and service standards.

How You Will Contribute:

• Develop full working knowledge of procedures.


• Handle client requests for information, endorsements, cancellations and other services as required.


• Full responsibility for all Service Center Accounts.


• Be proficient in available carrier rating systems where provided for Agency use.


• Develop a good working knowledge of company underwriting philosophies and appetites.


• Review policies, endorsements, audits, and quotations prepared by our carriers for accuracy and completeness.


• Assist in the compilation and preparation of data.


• Keep Team Leader informed of any service problems.


• Utilize agency automation with a high level of knowledge and proficiency.


• Follow procedures established by management.


• Pursue a program of personal and professional development.

Skills & Experience to be Successful:

• Office Experience.


• Completion and or evidence of skills as outlined by Commercial Management.


• High School Degree.