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
Didn't find what you're looking for? Search again!
Loading more jobs...