Insurance Associate

Company: Lovitt & Touche, Inc.
Location: Tempe
Posted on: June 22, 2022

Job Description:

The Insurance Associate position prepares individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Lovitt & Touch--. You will be trained by the industry elite and be mentored by seasoned insurance professionals who invest time and resources into your professional growth and success. Principal Duties and Responsibilities

• Respond to departmental requests for administrative assistance
• Assist in maintaining files and records in eMMA and set up client shells in Sagitta
• Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed
• Download department mail from insurance carrier websites daily
• Sort, scan and distribute via ImageRight Tasks mail and communications daily
• Process Loss Run reports
• Request loss runs based on monthly reports and in accordance with the carrier's requirements
• Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system
• Inform Client Administrator/ Manager if the loss run will be delayed
• Establish and maintain effective working relations with other associates
• Develop familiarity with the department, its functions, and associates
• Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities
• Communicate system or process related problems to supervisor
• Enroll in an AIS or AINS designation course
• Earn a P&C Producers license upon completion of the program
• Other duties as assigned -Job Requirements:Required:
  • High School Diploma or GED
  • Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint
  • 1+ years in office or customer service environment
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with carriers, peers and clients
  • Ability to work independently and in cross-functional teamsWorking Environment
    • Work is performed indoors in a climate controlled office environment
    • General technology as it relates to office administration
    • Regular business hours with additional hours required during certain periodsNote: This job is not eligible for remote working from Colorado.

Keywords: Lovitt & Touche, Inc., Tempe , Insurance Associate, Other , Tempe, Arizona