Insurance Producer Administrative Assistant

Provides administrative support for the department/office. Assists with special projects as needed and provides backup to other office staff in their absence. May serve as liaison between perspective client, real estate agents, vendors, or other departments. May provide work direction to other clerical staff. 

Job Duties and Responsibilities (Essential Job Functions)

Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations.

• Audit, complete, and submit new business packages accurately and in a timely manner to ensure efficient policy processing.
• Review and manage underwriting memos, including following up with customers to obtain required information and resolve outstanding underwriting questions and issues.
• Enter initial quote data into quoting system, ensuring accuracy and completeness to support effective quoting and underwriting decisions.
• Manage daily email marketing communications to prospective clients where needed.
• Perform any additional responsibilities as requested or assigned.

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications

Education:

• High school equivalency diploma or equivalent knowledge and work experience.

Experience:

• 1+ years of administrative or clerical experience strongly preferred.

Knowledge and Skills:

• Knowledge of real estate, title and/or mortgage business helpful.
• Strong computer and keying skills. 
• Self-motivated, organized and detail-oriented.
• Ability to work independently and to prioritize and handle multiple tasks and projects concurrently.
• Effective oral and written communication skills, interpersonal skills a customer-service focus and the ability to work as a member in a team-oriented environment.

Other (licenses, certifications, schedule flexibility/OT, travel, etc.):

• Flexibility, schedule may require ability to work evenings and weekends.

We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

Equal Opportunity Employer
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