Insurance Administrative Assistant
3.
7 Toledo, OH Toledo, OH Full-time Full-time $45,000 - $53,000 a year $45,000 - $53,000 a year 18 hours ago 18 hours ago 18 hours ago Overall Function The assistant insurance coordinator's primary function is to oversee the insurance application process and assist with servicing insurance clientele to ensure an elite client experience on a daily basis.
Responsibilities include but are not limited to:
Support Process correspondence and maintain client case files.
File new statements, account forms and other insurance/investment-related materials Answer and direct telephone calls as appropriate Input data, print proposals and gather information at direction of supervisor Contact clients to confirm receipt of forms or request return of completed form and maintain current client information Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements Communicate with home office to supply or obtain information Prepare policies for delivery Complete and review insurance applications, conversions and policy changes for completeness and accuracy Arrange medical, paramedical and any exams necessary for underwriting Provide current status and account values for non-securities related accounts Contact and advise clients regarding late payments and other non-securities sales and service related issues Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries) Qualifications Bachelor's or Associate's degree with equivalent experience Health and Life licensed or gain licensing within 12 months of employment Financial Service or Insurance industry experience preferred Experience in administrative support or customer service, preferably in the financial services and/or insurance industry Excellent oral and written communication skills Familiarity with Microsoft applications and data entry and information retrieval software Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines Strong attention to detail with the ability to work with a high degree of accuracy Ability to proactively identify what needs to be accomplished and take action as appropriate Has interest in learning on a continuous basis Ability to embrace change and work in a fast-paced environment Ability to work both independently and in a team Ability to maintain confidentiality Starting salary is $45,000
based on experience.
PTO, paid holidays, health insurance, dental insurance and vision insurance offered.
Job Type:
Full-time Pay:
$45,000.
00 - $53,000.
00 per year
Benefits:
Dental insurance Health insurance Paid time off Vision insurance Schedule:
Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
7 Toledo, OH Toledo, OH Full-time Full-time $45,000 - $53,000 a year $45,000 - $53,000 a year 18 hours ago 18 hours ago 18 hours ago Overall Function The assistant insurance coordinator's primary function is to oversee the insurance application process and assist with servicing insurance clientele to ensure an elite client experience on a daily basis.
Responsibilities include but are not limited to:
Support Process correspondence and maintain client case files.
File new statements, account forms and other insurance/investment-related materials Answer and direct telephone calls as appropriate Input data, print proposals and gather information at direction of supervisor Contact clients to confirm receipt of forms or request return of completed form and maintain current client information Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements Communicate with home office to supply or obtain information Prepare policies for delivery Complete and review insurance applications, conversions and policy changes for completeness and accuracy Arrange medical, paramedical and any exams necessary for underwriting Provide current status and account values for non-securities related accounts Contact and advise clients regarding late payments and other non-securities sales and service related issues Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries) Qualifications Bachelor's or Associate's degree with equivalent experience Health and Life licensed or gain licensing within 12 months of employment Financial Service or Insurance industry experience preferred Experience in administrative support or customer service, preferably in the financial services and/or insurance industry Excellent oral and written communication skills Familiarity with Microsoft applications and data entry and information retrieval software Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines Strong attention to detail with the ability to work with a high degree of accuracy Ability to proactively identify what needs to be accomplished and take action as appropriate Has interest in learning on a continuous basis Ability to embrace change and work in a fast-paced environment Ability to work both independently and in a team Ability to maintain confidentiality Starting salary is $45,000
based on experience.
PTO, paid holidays, health insurance, dental insurance and vision insurance offered.
Job Type:
Full-time Pay:
$45,000.
00 - $53,000.
00 per year
Benefits:
Dental insurance Health insurance Paid time off Vision insurance Schedule:
Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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