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Jones Advisors · 3 months ago

Team Support Specialist/Insurance Processor

Garner, NC, 27529, US

Full-time

Hybrid

Entry Level

2+ years exp

Jones Insurance Agency is a family-oriented employer that has been in business for over 60 years. The Team Support Specialist / Insurance Processor is responsible for assisting in the production of new accounts and retaining existing insurance accounts while providing high-quality service to clients.

FinanceInsurance

Responsibilities

Maintains digital files in an orderly, up-to-date manner

Processes change requests for clients on the same day as requested

Processes confirmed cancellations on the same day as requested

Seeks advice from Accounts Managers (AMs) with any problem with their accounts

Maintains working knowledge of all company change procedures

Assists or fills-in for AMs as directed

Inputs late-payment notices direct notice of cancellations, and payment-received notices into the agency automation system

Processes paperwork assigned by AMs on the same day as requested

Print proposals, policy notebooks, and other materials for client visits

Runs carrier quotes for new potential groups

Creates renewal spreadsheets and other necessary materials for existing clients

Performs other functions as assigned by management

Qualification

NC PropertyCasualty LicenseMicrosoft OfficeBilingual in English/SpanishClient-focusedEffective presentation skills

Required

A combination of 2 years education or related office experience (i.e. insurance claims department, medical office, independent agency, etc.)

NC Department of Insurance Property and Casualty License OR ability to obtain license within the first 90 days of employment

Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel, and Outlook)

Must be an assertive self-starter with the ability to influence others

Must excel at being client focused and able to work in a team-oriented environment

Should have demonstrated effective presentation skills through both verbal and written communications