07/27/2021
We're growing and we want you to grow with us!
Commercial Insurance Processing Assistant
Brennan & Stuart, Inc. - LaSalle, IL 61301
Requirements/Qualifications: High school or equivalent, 1-2 years' relevant experience preferred, but not required. Current state of Illinois P&C license (or must obtain within 2 months following date of employment) and retain license by meeting the continuing education requirements.
General Description: We are seeking a Commercial Insurance Assistant to join our Independent agency. The ideal candidate will be responsible for providing technical assistance and workflow support to the Commercial Team.
Knowledge & Skills:
路 Ability to obtain property and casualty producer license
路 Proficient in Microsoft Office (Excel)
路 Some industry or related knowledge and ability to work with
complex insurance accounts
路 Computer proficient and knowledgeable with Microsoft Office
路 Detail oriented, able to identify priorities and manage work flow
independently
路 Excellent verbal and written communication
路 enthusiastic attitude, cooperative team player, ability to work in
high pressure situations
路 professional demeanor, sensitive to client needs, self-motivated,
and proactive
路 Willingness and ability to go above and beyond to help and
provide value to the team
Major Responsibilities:
路 Build/maintain positive relationships with clients by providing
prompt, efficient, high-quality service
路 Obtain/Review policies, endorsements, change request, audits etc.,
from carrier websites
路 Policy checking and endorsement processing of commercial
insurance policies
路 Handle correspondence and the clerical processing of accounts
including applications, attachment processes, pre-renewal data
collections and agency management system input.
路 Handle day-to-day client/carrier/broker requests including
renewals, change request, endorsements, cancellations,
reinstatements, evidence of property, binders, Auto ID cards etc.
路 Handle Daily activities, tasks, workflows and email maintenance as
well as follow-ups
路 Process/Issue certificates of insurance requests that require review
of insurance contracts & requirements for compliance
路 Obtain and provide the Director of Claims the loss runs/loss
reports from our insurance carriers.
路 Responsible for developing complete familiarity with all forms and
paperwork including their intent and purpose.
路 Backup receptionist/mail
Additional Responsibilities May Include:
路 Handling/servicing of small commercial insurance accounts.
路 Support production and account managers with proposals and
policy summaries
路 Maintain/Update/Distribute Certificate Review Spreadsheets for
clients on a monthly basis
路 Process quotations and binders for online quote portals, including
bonds, and the Workers Compensation Pool
路 Process/Invoice billing transactions for agency bill policies
路 Backup claims (collecting info from client/submitting claims/claim
notifications etc.)
路 Other responsibilities as assigned by Manager.
Value Benefits:
路 bonus opportunity
路 commission opportunity
路 continued education and development
路 medical, dental, vision, life and short term disability insurance
路 401k plan with company match
Job Type: Full-time
8am-4:30pm Monday-Friday
Pay: $13.00 - $15.00 per hour
Benefits:
Bonus Opportunity
Commission Opportunity
401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance
Serious inquiries only. Email Resume to Michelle Terry at: [email protected]
