Insurance Service Associate

Marsh • Mountain Brook, AL

8d

About The Position

Work collaboratively as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational and project skills. Demonstrate high levels of interest, energy, and enthusiasm to meet or exceed clients’ expectations. Act with responsiveness, urgency, and professionalism in all matters. Accept accountability for the quality and accuracy of work produced.
The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Responsible for handling client requests on a daily basis.
Issue Certificates of Insurance.
Create special certificates and forms as needed.
Issue Auto ID Cards.
Surplus Lines Tax Paperwork.
Preparing quotes, binders and policies for the insured.
Send policies to analyst for checking.
Bind presentations for ASR/AM for client meetings if needed.
Open, distribute, scan and route mail.
Show proficiency in utilizing resources and software to generate reports and/or other requested information.
Perform other duties, as assigned.

Requirements

• High school graduate or equivalent
• 1-2 years of relevant industry experience preferred but not required.
• Property & Casualty license not required until after hired.
• Strong organizational skills.
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products

Responsibilities

• Handling client requests on a daily basis
• Issue Certificates of Insurance
• Create special certificates and forms as needed
• Issue Auto ID Cards
• Surplus Lines Tax Paperwork
• Preparing quotes, binders and policies for the insured
• Send policies to analyst for checking
• Bind presentations for ASR/AM for client meetings if needed
• Open, distribute, scan and route mail
• Show proficiency in utilizing resources and software to generate reports and/or other requested information
• Perform other duties, as assigned

Benefits

• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs
• employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees