Personal Lines Assistant
hace 15 días
Tulsa
Job Description This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner. Benefits Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Hands on Training Parental Leave Disability Insurance Life Insurance Responsibilities New, Renewal, Endorsement, and Audit • Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure., • In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy., • If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken., • Assist the Account Manager on special projects/mail outs/submissions as needed or requested Requirements • Able to perform in a highly sensitive environment, deal with confidential matters and meet deadline, • High School Education mandatory with college degree preferred, • Ability to learn Property and Casualty Insurance in a fast paced environment, • Requirement of obtaining insurance license within 6 months to 1 year., • Ability to operate computers and general office equipment, • Excellent customer services skills and work ethic required, • Work well individually and with a team while maintaining a positive attitude, • Must demonstrate a business professional image and demeanor, • Must be able to communicate professionally both verbally and in writing, • Work well under stress and deadlines while managing multiple tasks, • Attendance and punctuality is an essential function of the job PHYSICAL REQUIREMENTS • Constant use of computer screens, • Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, • Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching, • Ability to sit and/or stand for long periods of time during the workday, • Long periods of typing and repetitive motion, • Ability to lift and/or move and carry up to 10 pounds