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CampusPoint · 1 week ago

Insurance Agent Trainee

Seattle, WA

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $60K/yr

0+ years exp

CampusPoint is an independent wholesale brokerage that values teamwork and employee growth. The Insurance Agent Trainee will assist in servicing new and renewal business, managing policy files, and ensuring high-quality service to clients.

CommunitiesEducationLocation Based ServicesSocial Media

Responsibilities

Meet quality measurement goals by delivering high-quality service to assigned clients and accounts.Ensure all file activity meets or exceeds quality procedures regarding timeliness, the accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation

Assist the Associate Broker with the submission process, as assigned

Prepare Quotes and Confirmation of Coverage (Binders) as directed

Policy Checking (Review policies to be sure that they are issued by what was bound with the carrier)

Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)

Manage and maintain suspense (Pending Items we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary

Ensure Surplus Line documents are submitted correctly and on time

Learn and increase system skills to improve efficiency

Attend educational seminars as required

Produce and mail renewal letters with applications to customers when applicable

Review the customer's renewal and new business information and, as directed, request supplemental or explanatory information if required

Process certificates of insurance when applicable

Qualification

Insurance experienceAdvanced PC/MS OfficeCustomer service experienceSales experienceOrganizedListening skillsWillingness to take classesEffective time managementDetail-orientedWork independently