Service Associate, Personal & Commercial Insurance
About The Position
The Service Associate, Personal & Commercial Insurance is an important part of the team. Working closely with a team of Client Advisors, the Service Associate reviews and screens new insurance applications, ensure accurate entry of information into insurance portals, process renewals, policy changes, cancellations and reinstatement, record and communicate changes, bill accounts, and maintain strong working relationships with Client Advisors. The Service Associate will also rotate through tasks, including administrative duties for the office such as reception, managing incoming and outgoing mail, monitoring and triaging a shared email inbox, as well as assisting with other projects as needed. This role does not require prior insurance experience but rather strong excel and word skills as well as high attention to detail and an ability to manage/prioritize tasks in order to balance a busy workload. The keys to success in this role include having strong computer skills, the ability to work collaboratively as part of a team, and the commitment to staying organized in a busy environment with changing priorities.
Requirements
- Strong Excel and Word skills
- High attention to detail
- Ability to manage/prioritize tasks to balance a busy workload
- Strong computer skills
- Ability to work collaboratively as part of a team
- Commitment to staying organized in a busy environment with changing priorities
- Familiarity with office technology such as scanners and copiers
- Confident user of the Microsoft Office Suite of products
Nice To Haves
- Prior insurance experience
- RIBO license, or working towards
- Experience in an office environment
- Experience with insurance document management software
Responsibilities
- Reviews and screens new insurance applications
- Ensures accurate entry of information into insurance portals
- Processes renewals, policy changes, cancellations, and reinstatements
- Records and communicates changes
- Bills accounts
- Maintains strong working relationships with Client Advisors
- Performs administrative duties such as reception
- Manages incoming and outgoing mail
- Monitors and triages a shared email inbox
- Assists with other projects as needed
Benefits
- Opportunity to become an owner
- Share in Acera Insurance’s success
- Comprehensive group benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
