Account Assistant- Commercial Lines

Job Locations US-TN-Knoxville | US-WA-Tacoma | US-WA-Seattle | US-OR-Portland | US-OR-Medford | US-CO-Denver | US-NC-Charlotte | US-SC-Columbia
ID
2021-2352
Category
Client Service
Type
Regular Full-Time

Overview

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Propel is looking for Account Assistants to join their Commercial P&C team! We have many openings 

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

If that is what you’re looking for, this is your chance to be part of an amazing organization!

 

We are looking for Account Assistants to learn and grow with us!

The Account Assistant’s main role is to ensure customer satisfaction by processing service requests in a timely, efficient and accurate manner.

Responsibilities

  • Process service related requests that comply with company standards such as:  certificates, endorsements, cancellations, auto identification cards and preparing policy binders.
  • Order loss runs, gather applications and other materials needed for the pre-renewal process.
  • Assist Account Manager with tasks such as policy checking, premium audits, securing premium finance arrangements, etc.
  • Maintain and update database in both Sagitta and ImageRight ensuring proper and accurate documentation.
  • Participate in and complete assigned training goals.
  • Establish and maintain reputable relationships with carrier representatives, clients and peers.
  • Perform other duties as assigned by the Team Manager

Qualifications

Knowledge and Skills:

  • Strong oral and written communication skills.
  • Demonstrated proficiency in MS Office:  Word, Excel, Outlook.
  • Agency Management System Experience.  AMS Sagitta preferred.
  • Strong work ethic – timely follow-up, team oriented, proactive, detail oriented, and dependable.
  • Ability to work independently

Experience and Education:

  • Resident State Agents License or ability to obtain one within 2 months.
  • Insurance experience preferred.
  • College degree preferred.

Equal Opportunity Employment

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

#PandoIQ

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