The Policy ServiceAssociate Iwill provide administrative and clerical support to department members.  Works directly with Account Managers toassistin processing client requests for service; processing endorsements, cancellations, and binders; requesting worksheets and experience modifications at renewal; verifying andmaintainingaccount files. Assistwithmaintainingclient relationships.  Learning to use carrier websites for online quoting.  Learning to become more independent and proficient at tasks performedforothers for the purpose of serving clients directly in the future and handlingownbook of business.  The Policy ServiceAssociate Itakes primary direction from assigned mentor. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typicallyrequiredand the scope of responsibility.It should not be considered anall-inclusive listing of work requirementsIndividuals may perform otherduties asassigned, including work in other functional areas to cover absences,equalizepeak workperiodsor otherwiseto balancethe workload.

• Clerical duties with minimal errors, e.g., filing, mail preparation, data entry, photocopying, etc.

• Assist Sales Executives and/or Account Managers withtasks asassigned

• Assistwith processing client service requests, endorsements, cancellations, certificates of insurance and binders

• Prepare proposals for presentation

• Check in policies for accuracy and communicate variances with Account Manager

• Assistinmaintainingand verifyingaccuraterecords

• Review monthly renewals in advance andassistin renewal processing

• Prepare andmaintainrelevant reports (Example: download report)

• Provide backup support for Administrative Assistants

• Good written and verbal communication

• Ability to interact and communicate positively with co-workers

• Any other duties asappropriateand assigned by management

Licensing or certification Requirements

• MUST obtain current Property/Casualty or Life/Health License (depending on department alignment) in resident state within120 daysof hire; includesmaintainingby meeting all continuation education and other requirements

work and education experience requirements:

• 2+ years’ office experience

• High school diploma or equivalency; some college preferred