The Insurance Associate helps facilitate the day-to-day operation of the Private Client Services team. This entails providing administrative support to the Client Advisor Manager, assisting colleagues prepare for prospect and client meetings, managing inbound communications and maintaining office inventory.
Stewardship & Sales Support (CA Team/SRC)
•Assist in the stewardship process by ordering designated summaries in advance of the review target date and provide assistance to the team in preparation of stewardship reviews; updating summaries; creating spreadsheets and other documents as requested; binding; obtaining quotes; remarketing where applicable.
•Assist in the new business process by establishing Applied file, creating binders, identification cards, cancellation forms and coordination of new business policy delivery.
•At client advisor manager/client advisor’s direction quote coverages via carrier websites, locate carrier specific information and obtain policy declarations.
Managerial Assistance and General Office Support
•Provide assistance to manager assuring reports, attendance, Travel & Entertainment, special projects are completed accurately and prior to deadline.
•Provide administrative support to Manager/team with event planning: invitations, maintain guest list; venue catering.
•Provide administrative support to Manager with the scheduling of local office client, carrier and guest visits including security clearance, meeting space reservations and proper greeting.
General Administrative (Facilitate day-to-day operation of office)
•Interact with colleagues to assure work assignments given are prioritized as to importance; date needed and are delivered error-free and prior to deadline.
•At CAM or client advisor’s direction process endorsements, mortgagee/Lienholder inquiries, client identification requests and billing inquiries.
•Facilitate day-to-day operation of office by ensuring sufficient quantities of up-to-date, compliant supplies, marketing materials, mail delivery and scanning completed as instructed.
•Effectively manage phone coverage to assure clients are immediately assisted and/or routed to the appropriate person in an efficient, friendly manner.
•Handle incoming/outgoing mail and distribute incoming faxes from main fax to appropriate recipient.
Compliance (Professional Standards, Encryption Protocol)
•Adhere to clean desk and encryption protocols and assist office colleagues with adherence to policies.
•Adhere to principals of the Greater Good by encompassing Best Practices for Compliance and Transparency professional standards.
•Complete all PCS required learning courses and utilize internal reference tools to keep current on company policies/procedures, carrier developments and marketplace trends.
•Take an active role in personal professional development by discussing career aspirations with your manager and if applicable, jointly establishing a development plan.
Education (degree / diploma):
•High school diploma / GED. Some college experience preferred
•Experience in a professional office environment preferred.
•At least 2 years of personal insurance experience required
Knowledge and skills (general and technical):
•Working knowledge of Microsoft Office Suite and has an ability to navigate through multiple systems without assistance.
•Proficiency in the daily use of carrier websites for the purposes of quoting, locating carrier specific information and obtaining policy declarations as needed.
•Excellent organizational and time-management skills to handle multiple tasks and prioritize effectively.
•Detail oriented to ensure accuracy.
•Possess self-discipline, self-motivation, and ability to meet assigned objectives.
•Ability to analyze data and interpret appropriate action. Works well within established procedures.
Other requirements (licenses, certifications, specialized training):
•Holds appropriate P&C license (or initiates licensing class within 3-months of date of hire and passes licensing exam within 3-months of course completion, as State regulations permit)
Competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension and 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.
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