Personal Lines Assistant Job Tulsa area,Oklahoma USA,Insurance

Job Description

This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.

Benefits

Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Hands on Training
Parental Leave
Disability Insurance
Life Insurance

Responsibilities

New, Renewal, Endorsement, and Audit

Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.

In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.

If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.

Assist the Account Manager on special projects/mail outs/submissions as needed or requested

Requirements

Able to perform in a highly sensitive environment, deal with confidential matters and meet deadline

High School Education mandatory with college degree preferred

Ability to learn Property and Casualty Insurance in a fast paced environment

Requirement of obtaining insurance license within 6 months to 1 year.

Ability to operate computers and general office equipment

Excellent customer services skills and work ethic required

Work well individually and with a team while maintaining a positive attitude

Must demonstrate a business professional image and demeanor

Must be able to communicate professionally both verbally and in writing

Work well under stress and deadlines while managing multiple tasks

Attendance and punctuality is an essential function of the job

PHYSICAL REQUIREMENTS

Constant use of computer screens

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching

Ability to sit and/or stand for long periods of time during the workday

Long periods of typing and repetitive motion

Ability to lift and/or move and carry up to 10 pounds

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