Team Support Specialist/Insurance Processor
Career Opportunity - Team Support Specialist / Insurance Processor (Entry Level - Personal Lines) If you are looking for:
- An employer that provides tremendous growth and invests in your learning
- A professional work environment where teammates are supportive and accountable
- Standard working hours, with options for remote work and flexible schedules (after 90 days)
- A competitive salary with outstanding benefits
- A family-oriented employer that has been in business for over 60 years
- Self-motivated individuals with an “old-fashioned” work ethic and positive attitude
- A quick learner who can grasp new concepts & ideas in a fast paced environment
- A client-focused professional who is able to listen, communicate, and teach technology
- A combination of 2 years education or related office experience (i.e. insurance claims department, medical office, independent agency, etc.)
- NC Department of Insurance Property and Casualty License OR ability to obtain license within the first 90 days of employment
- Bilingual in English/Spanish is preferred
- Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel, and Outlook)
- Must be an assertive self-starter with the ability to influence others
- Must excel at being client focused and able to work in a team-oriented environment
- Should have demonstrated effective presentation skills through both verbal and written communications.
- Maintains digital files in an orderly, up-to-date manner
- Processes change requests for clients on the same day as requested
- Processes confirmed cancellations on the same day as requested
- Seeks advice from Accounts Managers (AMs) with any problem with their accounts
- Maintains working knowledge of all company change procedures
- Assists or fills-in for AMs as directed
- Inputs late-payment notices direct notice of cancellations, and payment-received notices into the agency automation system
- Processes paperwork assigned by AMs on the same day as requested
- Print proposals, policy notebooks, and other materials for client visits
- Runs carrier quotes for new potential groups
- Creates renewal spreadsheets and other necessary materials for existing clients
- Performs other functions as assigned by management
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