Assistant Account Representative- Public Entity P&C

JOB SUMMARY

Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business.

Essential Duties and Responsibilities

• Assists with review of policies for accuracy and/or possible deficiencies;
• Packages and markets applications to various carriers to obtain quotes as delegated;
• Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers;
• Composes correspondence to insured and/or underwriters as directed;
• Processes and tracks claims;
• Inputs applications and word processes letters, and other forms of correspondence as directed;
• Prepares insurance binders or certificates as directed;
• Inputs information into agency management system;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Travel to meetings (8-9 per year) to set up catering, handouts, presentations, etc.
• In skillset, third point - good problem solving, time management and attention to detail
• In skillset add, self-motivated and a self-starter
• Other duties as assigned.

QUALIFICATIONS

High School Diploma or equivalent combination of education and experience

One (1) or more years related work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Must continue to meet Continuing Education requirements for license renewal

Valid insurance license

SKILLS

Good verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Intermediate typing skills (30-35 wpm)

Ability to work within a team and to foster teamwork

Proficient in Microsoft Office Suite

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• Sacramento, CA, USA