Job Details

Account Assistant

  2019-01-11     Propel Insurance     2045 Cardinal Ave, Suite 300, Medford   
Description:

The Account Assistant’s main role is to ensure customer satisfaction by processing service requests in a timely, efficient and accurate manner

Job Functions:

  • Process service related requests that comply with company standards such as: certificates, endorsements, cancellations, auto identification cards and preparing policy binders.
  • Order loss runs, gather applications and other materials needed for the pre-renewal process.
  • Assist Account Manager with tasks such as policy checking, premium audits, securing premium finance arrangements, etc.
  • Maintain and update database in both Sagitta and Paperwise ensuring proper and accurate documentation.
  • Participate in and complete assigned training goals.
  • Establish and maintain reputable relationships with carrier representatives, clients and peers.
  • Perform other duties as assigned by the Commercial Lines Supervisor and/or Team Coordinator.

Knowledge and Skills:

  • Strong oral and written communication skills.
  • Demonstrated proficiency in MS Office: Word, Excel, Outlook.
  • Agency Management System Experience. AMS Sagitta preferred.
  • Strong work ethic – timely follow-up, team oriented, proactive, detail oriented, and dependable.
  • Ability to work independently

Experience and Education:

  • State of Oregon Agents License or ability to obtain one within 3 months.
  • Insurance experience preferred.
  • College degree preferred.

Other Requirements:

  • Occasional travel to remote office locations, seminars, training, and conferences.
  • Valid driver’s license.


Do not contact this company in solicitation of any product or service.

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