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Insurance Assistant in Pasadena, CA job in Pasadena, CA

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Lindalee Green, CAC jobs
Career Interest:  Customer Service
Insurance Discipline:  Property & Casualty
Job Type:  Full Time
State:  California (CA)
City:  Pasadena, CA
Pasadena, CA, USA (Show on map)

Insurance Assistant in Pasadena, CA


Great small satalite office with great people to work with!!

Support Broker/s and team with clerical duties as needed, which include but may not be limited to:
Prepare Quotes and Confirmation of Coverage (Binders) as directed
Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)
Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)
Manage and maintain suspense system - pending Items that we are waiting for from retailers and carriers, including following up for needed information, premiums, policy documents, claim status
Ensure Surplus Line documents are submitted correctly and on time
Learn and increase system skills to improve efficiency
Produce and mail renewal letters with applications to customers when applicable
Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed
Requires -
Good organizational, time management, and detail skills
Ability to maintain a high level of tact and professionalism
Ability to interact with employees at all levels of the organization
Strong verbal and written communication skills
Strong computer skills
Wholesale insurance experience is a plus, but retail can work depending on the individual

Salary Range up to $50k depending on background and experience

Salary:  Open
Bonus/Benefits:  Benefits available


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