Competency Category: Operational Support
Performs general and clerical functions within the Insurance Agency with accuracy to facilitate the customer service staff’s ability to fulfill objectives and improve operational efficiency.
Organize and maintain all files for the operations, ensuring that all policies (new business, renewals, amended, etc.) and miscellaneous items are filed with accuracy using the appropriate filing system.
Research items and handle both internal and external requests for filed documents received via the telephone or e-mail, make copies, and distribute as needed.
Perform other general clerical duties as requested to support the office.
Date stamp and process incoming applications, policy declarations, including identification, sorting and delivery
Identifies reasons for undeliverable mail returned from post office and resend corrected mail.
Distributes system and administration reports
Receives incoming customer payment checks, validating correctness of data, balances check date using on-line screen, and forwards check to proper department
Processes lockbox transactions, including notice of cancellations and/or non-renewals.
Acts as back-up for other clerical functions
Greets visitors, answers phones and performs general reception duties
(in addition to the above)
Enters and processes policy information for all lines of agency business new business, changes, updates of coverage, driver information, leinholders, customer address corrections, etc. via agency management system, access data base program, on line entry of vendor/carrier systems including Internet
Processes MVR’s via on-line system entry
Performs MPS processing requirements, such as daily batch closings, monthly reports
Completes monthly report of membership sales
High School Degree
Effective oral/written communication skills to enable constructive interaction with others
Ability to retrieve and document file documents stored in alphabetical order and follow routine directions; filing experience in an office environment preferred.
Basic typing skills and the ability to use computer systems with accuracy and efficiency.
Six months business office experience.
Working knowledge and skill with personal computers.
Ability to navigate between multiple on line systems, with proficiency
Knowledge of Word and Excel
(in addition to above)
Twelve months business office experience.
Expanded computer knowledge of Access, Excel and Word
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