Job Details

Insurance Administrative Assistant

  • Position: Insurance Administrative Assistant
  • Job Type: Full-Time
  • Posted: 12/21/2018

Job Description:

The Insurance Administrator will:


  • Communicate directly with the customer all matters related to new and current policies and claims.
  • Cross-sell additional policies on existing accounts.
  • Receive and forward funds to the agency or institution for premiums.
  • Review policy expiration notices and follow up on non-renewed policies.
  • Generate general correspondence.
  • Receive, record and follow up on customer claim statements.
  • Obtain accident reports and police report numbers and forward the appropriate loss notice form to the agency.
  • Review insurance policies with customers to ensure losses are covered in the policy.
  • Balance accounts through quick-books.
  • Compile lists of prospects.
  • Approach potential clients by utilizing mailings and phone solicitation and group presentations.
  • Offer quotes for all lines of insurance.
  • Obtain underwriting approval by completing application for coverage.
  • Deliver policies to customers and plan future follow-up visits and evaluations of needs.
  • Participate in community activities as needed and any other activities that may arise.
  • Perform other duties as requested or assigned.
  • Qualifications:


    • Associates degree in business related area
    • Specific banking industry education a plus
    • Current Insurance License a plus



    • Clerical, administrative, cash handling, sales or customer service experience preferred

                    Special Requirements:

    • Ability to get insurance license





    • Relationship Building-understands that a primary factor in success is establishing and maintaining productive relationships
    • Initiative-takes action without being prompted
    • Integrity-thinks and acts ethically and honestly
    • Team Player-shares resources, responds to other departments and supports the larger organizational agenda
    • Creativity-generates original ideas, encourages new ways of thinking, explores options, and develops innovative solutions
    • Active Listening-offers full attention when others speak
    • Change Agility-adapts to change and modifies his/her behavior when appropriate to achieve organizational results
    • Results Orientation-maintains appropriate focus on outcomes and accomplishments
    • Composure-maintains emotional control under challenging and stressful circumstances
    • Conflict Management-recognizes that conflict can be a valuable part of the decision-making process


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