Insurance Service Associate

Marsh•Mountain Brook, AL

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.

Requirements

High school graduate or equivalent
Strong organizational skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products

Nice To Haves

1-2 years of surety experience preferred but not required.
Property & Casualty license not required until after hired.

Responsibilities

Complete customer data entry according to procedures.
Managing inventory levels of office supplies, overseeing the ordering process, receiving deliveries, and organizing storage areas.
Process endorsements, audits, execute bonds, bond documents, bond checks and certificates.
Invoice premiums related to clients.
Open, distribute, scan and route mail.
Assist in planning office events and meetings
Show proficiency in utilizing resources and software to generate reports and/or other requested information.
Complete routinely daily, weekly, and monthly reports, as assigned.
Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
Support service and production team in reaching overall agency revenue and retention goals.
Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
Perform other duties, as assigned.