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Insurance assistant

Claudia Morrill Personnel, Inc.

Insurance assistant

Houston, TX
Full Time
Paid
  • Responsibilities

    Job Description

    We are seeking an Insurance Coordinator to become a part of our organization! You will investigate, analyze, and determine the extent of the organization's liability in various claims and act as a liaison between the agent and carrier to ensure applications move along in a timely fashion from the point of sale to the point of placement by following up and managing new business submitted.

    RESPONSIBILITIES:

      MUST HAVE 1 PLUS YEARS IN THE INSURANCE INDUSTRY IN A CLERICAL OR SUPPORT ROLE.

     EXPERIENCE WITH PERSONAL LINES, LONG TERM DISABILITY, LIFE AND ANNUITIES, HEALTH EXP A MUST.

    . ACT AS A NEW BUSINESS LIAISON BETWEEN AGENTS AND 25+ INSURANCE CARRIERS.

    UNDERSTAND LIFE, LONG TERM CARE AND DISABILITY INSURANCE.

    ABILITY TO WORK REMOTELY, IF NEEDED, WITH MINIMAL SUPERVISION.

    RUN GENERAL TERM QUOTES AND REVIEW POLICIES AT TIME OF ISSUE. PROCESS POLICY INCREASES AND CONVERSIONS

    • Correspond and interview with, agents, witnesses, or claimants to compile information
    • Take accurate and detailed statements from all involved parties
    • Calculate and approve payment of claims within a certain monetary limit
    • Negotiate and settle property losses with little oversight
    • Coordinate with legal counsel in handling cases correctly

    QUALIFICATIONS:

    KNOWLEDGE AND UNDERSTANDING OF LIFE INSURANCE TERMINOLOGY/PROCESSES.

    2 + YRS BROKERAGE AGENCY/INSURANCE EXPERIENCE

    SOLID KNOWLEDGE OF MICROSOFT OFFICE: ADOBE, WORD, OUTLOOK AND EXCEL.

    AGENCY CRM SOFTWARE KNOWLEDGE: SMART OFFICE/PAPERCLIP PREFERRED BUT NOT REQUIRED.

    • Previous experience in insurance, investigations or other related fields
    • Experience in conflict resolution
    • Strong negotiation skills
    • Excellent written and verbal communication skills
    • Deadline and detail-oriented