General Description Assist Insurance Producers, Account Executives and P&C Practice Management in administrative and operational duties. Handles process such as: endorsements, renewals, cancellations, policy issuance, and policy assembly. Maintain communication with insurance companies, insurance agencies, clients and bank employees while performing the following duties: Essential Duties and Responsibilities Assists Account Executive with the trade-down portfolio renewal and servicing. Reviews correspondence, records, and reports to select routine matters for processing. Prepares summaries of insurance, schedules, proposals and presentations for account review. Renews policies following agency standards and verifies each renewal's accuracy. Assists the service team in answering incoming phone calls. Routes calls to the appropriate staff members and handles general inquires. Enters and maintains data in computer system. Receives and reviews computer cancellation data and mail it to the policyholder. Enters cancellation-notice information in computer, or types and routes to accounting for recording. Routes cancellation information to producer. Process claims and submit them to PRS Claims Department. Keeps record of customer transactions and other processes when required. Assist with invoicing from policy or endorsements received directly from insurance companies or agencies. Other duties may be assigned. Supervisory Responsibilities: This Job has no supervisory responsibilities. Education Bachelor's degree Experience At least one (1) year of experience in the insurance industry. Certifications / Licenses No certifications or license needed. Other Qualifications Basic knowledge of insurance products, services, underwriting, and business laws and regulations. Intermediate or advance knowledge of the following: Microsoft Office – Word, Power Point, Excel, Internet Browsing or research Microsoft Office 365 knowledge preferred. Knowledge of insurance platforms such as: AMS 360, Agency Works, preferred. Excellent written and verbal communication skills in Spanish and English. Demonstrates group presentation skills. Knowledge of administrative/ office procedures and systems such as word processing, file and record management, transcription, form design, and other office procedures. Competencies Accountability Analytical Discipline Collaboration & Teamwork Change Agent Customer Centric Self Development Business Excellence Character SDL2017
