Insurance Assistant

Marsh•Anchorage, AK

11d

About The Position

As an Insurance Assistant on the Garman team, you’ll assist with daily tasks and specific project activities supporting Client Management roles. The job requires knowledge and familiarity of processes and procedures of file maintenance and client deliverables. Here’s what to expect on a typical day: Mail: Process mail for coding and individual assignment based on the client team Mail monthly installment invoices or statements to clients Policies: Monitor department tasks for complete processing of checked policies Maintain policy records Data entry at the policy level Prepare policy to be checked by: Confirming all necessary documents are in the file Creating policy checking request form Send policy check task When checked policy is returned, if there are no errors, process the policy to the client OR If errors, process policy to client once CM has addressed the errors and requested appropriate changes. Endorsements including Audits: Review endorsements for accuracy. If correct, send to client with explanatory email. If there are errors, process request for correction. If endorsement has a return premium, request a check from accounting. Follow up with accounting for check if not received in a timely manner. Follow up with carriers/wholesalers for completion of endorsements Bill as necessary within agency defined timeline as outlined in procedures Certificates: Complete daily certificate requests Date off holder list according to procedure Collate certificate for distribution Sagitta: Add and maintain prospects and clients Update policy data Issue auto ID cards Create Acord forms Create schedules of insurance as requested Handle special projects as requested Loss runs and loss summary by request With more experience: Assist in the processing of final audits Become proficient in the use of technology systems, software and tools such as ImageRight and Sagitta Establish and maintain positive and effective working relations with other associates and clients.

Requirements

A high school diploma and 1-2 years insurance related experience or professional office experience.
Obtain and maintain a valid Alaska Business Insurance License.
Obtain a Surplus Lines License in the first 2 years
Achieve an AINS or INS Designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
Must be proficient in Microsoft Office software (Word, Excel, and Outlook)
Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
Strong oral and written communication skills and the ability to work with all levels of staff.
Strong customer service orientation (internal customer focus).

Responsibilities

Process mail for coding and individual assignment based on the client team
Mail monthly installment invoices or statements to clients
Monitor department tasks for complete processing of checked policies
Maintain policy records
Data entry at the policy level
Prepare policy to be checked
Review endorsements for accuracy
Process request for correction of endorsements
Request checks from accounting for return premiums
Follow up with carriers/wholesalers for completion of endorsements
Bill as necessary within agency defined timeline as outlined in procedures
Complete daily certificate requests
Date off holder list according to procedure
Collate certificate for distribution
Add and maintain prospects and clients in Sagitta
Update policy data in Sagitta
Issue auto ID cards
Create Acord forms
Create schedules of insurance as requested
Handle special projects as requested
Loss runs and loss summary by request
Assist in the processing of final audits
Become proficient in the use of technology systems, software and tools such as ImageRight and Sagitta
Establish and maintain positive and effective working relations with other associates and clients.