17 часов назад
Insurance Assistant
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Insurance Assistant (Commercial Property and Casualty): Supporting management and underwriting teams with policy, endorsement, claims, accounting, and customer database administration with an accent on accuracy, transaction processing, and account servicing. Focus on coordinating underwriting information, preparing insurance proposals and summaries, processing claims and policy documents, and reconciling accounts receivable.
Location: Dallas, Texas, United States
Company
provides insurance brokerage and risk management services for commercial property and casualty accounts.
What you will do
- Support management and underwriting teams in servicing and retaining commercial property and casualty accounts.
- Coordinate information to resolve accounting, audit, and underwriting questions and issues.
- Verify, invoice, and process insurance policies, endorsements, claims, binders, and related transactions.
- Maintain accurate customer records, files, claim reports, expiration lists, and insurance summaries.
- Prepare and revise insurance proposals and quotes, proofread documents, and handle incoming calls and mail.
- Assist with account receivable reconciliation by account.
Requirements
- At least one year of customer service experience.
- High school diploma or equivalent required.
- Experience with clerical functions such as photocopying, faxing, filing, and data entry.
- Working knowledge of Microsoft Office and the ability to navigate multiple computer systems and search tools.
- Strong analytical, organizational, communication, multitasking, and prioritization skills.
- Ability to follow policies, procedures, and regulations and work effectively across organizational levels.
Culture & Benefits
- Health, wellness, dental, and vision benefits.
- 401(k), flexible spending accounts, and health savings accounts.
- Short- and long-term disability coverage and life insurance.
- Paid time off, paid family leave, and paid holidays.
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