Assists Account Managers and Account Executives by performing various administrative and clerical functions necessary for maintaining accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Inputs changes into computer (such as renewals) and files various items electronically in EPIC document management system.
Follows up with the insurance companies for outstanding policies, endorsements, etc.
Prepares I.D. cards, certificates of insurance, Accord applications, binders and cancellations under the direction of Account Manager or Account Executive.
Maintains the Department's suspense file both electronic and manual for various correspondence and endorsements.
Performs basic policy checking.
Processes premium and non-premium endorsements.
Performs audit checking and billing.
Performs maintenance and follow-up for timely receipt of audits.
Responsible for training new clerks and trainees.
Must maintain phone coverage for receptionist or teammate in his/her absence.
Will assist on various projects as needed and assigned by Department Manager.
Matches mail; i.e. policies, endorsements, pending mail, copies.
Operates standard office machines; i.e. fax, copier.
EDUCATION and/or EXPERIENCE:
Minimum one year of office clerical and administrative experience
Must be computer literate with proficiency in basic Word and Excel skills
Must be experienced with policy checking
Strong organizational skills and attention to detail required
College degree or agent's Property & Casualty Insurance license
EPIC Agency Mgmt experience
Experience working with commercial lines accounts
To perform the job successfully, an individual should demonstrate the following competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands for computer work and writing, and the ability to talk and hear. The employee is occasionally required to stand; walk; reach with hands and arms. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
National Financial Partners Corp.