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9 Sep 2022
Full-Time Sales and Service Assistant I (Req#702)
Job Description
The Sales and Service Assistant I will provide Commercial Lines support to sales Executive and Account Managers in servicing, maintaining, and expanding small commercial to mid-sized accounts of moderate complexity. This position will report to, and take direction from, the Division CL Team Leader II. In addition, the Division Sales Executive will be also be providing direction, direction on sales and branding efforts. The new hire will be strongly encouraged to provide input about execution, process, and procedure in these areas.
Major responsibilities include but are not limited to:
- Fielding all phone calls transferred into the commercial lines department Producing certificates of insurance as directed by the account executives
- Processing policy change requests to our partner carriers including vehicle registration transactions
- Prepare proposals onto letterhead and binding for presentations
- Manage e-docs from our partner carriers and assign to appropriate account executive
- Order loss runs from our partner carriers for account executives in their marketing efforts Image/scan daily paperwork into our system generated by the team
- Sort and deliver department mail
- Manages the cancellation and reinstatement notices from the carriers to our clients
Education and Experience
- Three to five years of related experience and training or equivalent combination of education and experience. Bachelor’s degree preferred.
- MA Property & Casualty insurance license is required or must be obtained within 6 months of starting the position.
- Ability to work with Windows based software packages, i.e., Word, Excel, PowerPoint, etc.
Skills/Knowledge
- Knowledge of Epic is preferred.
- Ability to work multiple tasks on a daily basis within required time frames.
- Ability to work both within a team and independently.
- Must be able to interact in a professional manner with customers both verbally and in writing.
- Ability to add, subtract, multiply, and divide whole numbers, common fractions, and decimals.
- P&C license preferred or obtain within 6 months of hire.
- Must have typing and computer skills.
- Must have the ability to work both in the office and remotely.
- Same Posting Description for Internal and External Candidates
How to Apply
Copy the link below to your web browser and click “Apply Now” :
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