The Policy Service Associate provides administrative and clerical support to department members and works directly with Account Managers to assist with client service requests. The role includes processing endorsements, cancellations, and binders; requesting worksheets and experience modifications at renewal; and verifying and maintaining account files. The associate also helps maintain client relationships and learns to use carrier websites for online quoting. With guidance from an assigned mentor, the associate develops greater independence and proficiency in supporting clients directly and eventually handling their own book of business. The role is based onsite and requires a full five-day work week in the office.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED