Insurance Associate

Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance insurance in accordance with departmental objectives and procedures.
Essential Duties & Responsibilities

  • Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
    • Mail:
      • Process New Mail
      • Mail monthly installment invoices to clients
    • Policies:
      • Prepare policy for policy checking by:
      • Confirming all necessary documents are in file
      • Creating policy checking request form.
      • Sending task to policy checkers
      • When checked policy is returned, if no errors, process the policy to the client.
      • If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
    • Endorsements:
      • Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.
      • If endorsement has return premium request 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.
    • Cancellations/Reinstatements
      • File and Prepare for CA/CM. Update task to note policy with cancellation date.
    • Certificates:
      • Complete daily cert requests
      • Date off holders
    • Sagitta:
      • Add New Prospects and Clients
      • Update policy data
      • Issue Auto ID Cards
      • Create Applications
  • Manage the set up and use of the teams iPads.
  • Create Schedules of Insurance as requested
  • Handle Special Projects as requested.
    • 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.
Education and/or Experience
  • A bachelor's degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
  • Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
  • Achieve an AAI, AINS or INS designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
  • Proficient with 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.
Work Environment & Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
  • Work is performed in a typical interior/office work environment.


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