Property & Casualty Insurance Account Coordinator

Company: Alera Group
Location: Fullerton
Posted on: June 23, 2022

Job Description:

Alera Group Company is currently seeking an Account Assistant for their Commercial Lines team.Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?If that is what you're looking for, this is your chance to be part of an amazing organization!Responsibilities This position's primary responsibility is to assist Property & Casualty Account Managers with clients while maintaining a high level of client and internal team satisfaction. In this role, successful candidates need to be highly organized with experience in a commercial insurance agency, or equivalent related education.

• Respond to Account Manager, Senior Account Manager, and Account Executive requests in a timely, effective and professional manner.
• Respond to client requests in a timely, effective and professional manner.
• Follow agency systems, procedures, and timeframes.
• Set up client marketing files according to agency procedures and timeframes.
• Add and maintain client files on the computer according to agency procedures.
• Perform rating functions on various carrier websites.
• Process policies, endorsements, and endorsement request according to agency procedures and timeframes.
• Issue certificates of insurance, insurance applications, identification cards, etc according to agency procedures and timeframes.
• Compose letters to clients and insurance carriers according to agency form letters.
• Keep suspense items current according to agency procedures.
• When necessary, contact clients and/or insurance carriers for information or to perform service.
• Make photocopies and scan various documents.
• Attend 90% of all training and meetings held by the agency.Qualifications
  • High school diploma.
  • Ability to work within a team environment.
  • Minimum of one-year prior experience as an assistant in a retail insurance agency.
  • Completion of relevant insurance education (i.e. - CISR, INS 21, etc.).
  • Fire & Casualty license preferred or willing to obtain.Equal Opportunity Employment We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.If you're a California resident, please read the California Consumer Privacy Act prior to applying.#pandoIQ

Keywords: Alera Group, Fullerton , Property & Casualty Insurance Account Coordinator, Other , Fullerton, California