Job Position:

  • POSITION TITLE:
  • Rocketeer (Entry-Level into the Insurance Profession)
  • DEPARTMENT:
  • Commercial Lines / Personal Lines / Benefits / Bond
  • REPORTS TO:
  • Director of HR / Career Development Coach
  • BASIC FUNCTION:
  • Learn the basic functions of all teams within the organization as well as adding value to commercial lines / personal lines / benefits / and bond departments.

KEY RESPONSIBILITIES:

  • Obtain P&C License
  • Knowledge and understanding go EPIC platform
    1. Understanding and execution of EPIC workflows
    2. Processing an endorsement/cancellation
    3. Invoicing
  • Knowledge and understanding of CSR 24
    1. Ability to issue a Certificate of Insurance
    2. Auto ID Cards
    3. Evidence of Property
  • Ability to navigate through carrier websites
  • Understanding of Resource Pro procedures
  • Project work within various departments of organization
  • Knowledge and understanding of benefit termination process
  • Compile and create Benefit summary guide
  • Backup for Receptionist
  • Tuesday Morning Meeting attendance

 

QUALIFICATIONS:

    1.  Ability to build and maintain relationships with client while delivering exceptional customer service
    2.  Basic proficiency level of Microsoft office (Word, Excel, PowerPoint, Outlook)
    3.  Ability to work under pressure in a fast-paced environment
    4.  Organized/detail oriented/problem solver
    5.  Proficiency w/EPIC (preferred)
    6.  Solid communication skills (written and verbal)
    7.  College degree (preferred)
    8.  0-2 years’ office experience

 

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    PDF files only.
  • Accepted file types: pdf.
    PDF files only