Insurance Account Assistant - Generazio Associates, Inc. - Bloomfield, NJ

Insurance Account Assistant - Generazio Associates, Inc. - Bloomfield, NJ -

Insurance Account Assistant
Generazio Associates, Inc. – Bloomfield, NJ

The Insurance Account Assistant is answerable for aiding the Private Strains Gross sales staff with numerous duties and tasks. The individual on this position will work together with shoppers in knowledgeable and courteous method. The Insurance Account Assistant supplies wonderful customer support to our shoppers. The hours will probably be 9:00am-5:00pm Monday-Friday.

Duties:
· Inputting shoppers, actions, and suspenses into management system
· Scanning and attaching supporting paperwork or different information
· Typing and processing Proof Of Property, invoices, and paid receipts
· Following up with closings to confirm binding dates, and attorneys on funds when shopper pays at
closing
· Score insurance insurance policies on-line
· Finishing and following up on purposes to make sure completion in a well timed method
· Direct all incoming telephone calls to the suitable individual when on the receptionist desk within the
afternoons
· Greet clients and firm representatives who come into the workplace and promptly notify the
agent they’re right here to talk with
· Weekly studies for brand spanking new enterprise, referral sources and different stories that could be wanted

Place necessities:
· Highschool diploma
· Insurance Expertise a Plus

Core Competencies:
· Courteous and professional phone method and look
· Capacity to multi process and prioritize
· Give attention to buyer wants and offering distinctive service
· Robust pc expertise
· Microsoft Excel is a plus

Job Sort: Full-time

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