Insurance Account Assistant
Under general supervision, responsible for routine tasks, established projects and routine problem solving in support of one or more of the following departments; commercial lines, personal lines, benefits, marketing or claims. Functional job responsibilities may include: coordinating information flow to resolve accounting, audit, claims or underwriting questions/issues; verifying, invoicing and processing insurance policies, endorsements and/or claims; maintaining customer database on agency management system; processing and revising draft insurance proposals; proofreading documents for accuracy and completeness; answering incoming calls; opening, date stamping and processing mail; processing and sorting outgoing mail; administering claim reports; reviewing expiration lists and issuing necessary binders; maintaining files according to policies and procedures guidelines; preparing or requesting loss summaries; preparing detailed insurance summaries; assisting in reconciliation of accounts receivable by account; pursuing appropriate insurance licensing.
1+ years experience interacting with people or customers and 6+ months experience using a computer.
Proficient in Windows based software. Demonstrated ability in performing a variety of clerical functions including photocopying, faxing, filing and data entry. Ability to follow policies, procedures and regulations. Good verbal and written communications skills. Able to work effectively in a team environment. Demonstrated organizational and time management skills.
Receptionist duties experience
Experience working in environment with confidential information
Wells Fargo - 19 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...