Position Duties
- Basic data entry in AMS database (i.e. submissions, certificates)
- Basic Proposal formatting (transposing quotes into word document proposals)
- Check/Scan Policies, Order Loss Runs, MVRs
- Assist in renewing all insurance licenses, i.e. Non – resident producer licensing
- Receptionist Duties (i.e. phones, mail, office supply orders)
- Assist Account Manager with various requests
Requirements/Skills
- CA DOI License and at least 5 years of industry experience
- Strong experience with all policy transaction aspects of AMS 360
- Renewals
- Endorsements
- Invoicing
- Eforms- Applications, ID Cards, and Certificates
- Strong understanding of MS Office products
- Word – superior skills
- Excel – superior skills
- Outlook – superior skills
- PowerPoint – proficient
- Experience with
- Scan Snap or similar product
- Adobe Acrobat
- Ecerts Online would be a plus, but not mandatory
- Experience working in paperless environment – mandatory
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Administrative Assistant / Assistant CSR
Position Duties Receptionist Duties (i.e. phones, mail, office supply orders) Basic data entry in AMS database (i.e. submissions, certificates) Assist Account Manager with various requests Check Policies, Order Loss Runs, MVRs Assist in renewing all insurance...
We Value our Employees!
Competitive Salary
Health & Dental
401k + Matching
Paid Vacation
Monthly Outings
Company Trips
Interested?! Talk with Us to Set Up an Interview
