Insurance Production Assistant - Hybrid/Remote!
Job Description
Assist the Associate Broker, Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files.
- HOURS: Monday – Friday; 7.5 hour work days. Shift will start at 7am, 8am or 9am (can be discussed).
- DURATION: Temporary for approximately 4 months.
- WORKPLACE: Hybrid/Remote offered; 2 days working at home each week, once trained and up and running.
- PAY: $25/hr. - $26/hr., depending on experience.
- BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.
Job Duties can include but are not limited to:
- Servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation.
- Assist Associate Broker with submission process, as assigned.
- Prepare Quotes and Confirmation of Coverage (Binders) as directed.
- Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier).
- Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent).
- Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary.
- Ensure Surplus Line documents are submitted correctly and on time.
- Produce and mail renewal letters with applications to customers as needed.
- Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed.
- Process certificates of insurance when applicable.
Requirements:
- Minimum of 1-3 years’ experience recently working as a CL CSR Assistant, or Assistant Underwriter.
- An active CA Property/Casualty license is preferred, but not mandatory.
- Experience with Workers Compensation needed!
- Proficient with Microsoft Excel, Word, and Outlook; Advanced level.
- Exceptional organization, follow-up, communication, and interpersonal skills.
- Excellent communication skills – both verbal and written
- Regular and consistent attendance as defined per Company policy.
- Work is performed in a typical interior/office work environment.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
- May be required to stand for extended periods of time.
- Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
- Ability to prioritize, multi-task, set goals and meet deadlines.
- Must be a team player that possesses strong customer service and problem-solving skills.
- Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.