Major Responsibilities
-
- CA DOI License and at least 2 years of industry experience
- Strong experience with all policy servicing aspects of AMS 360
- Strong understanding of MS Office products
- Word,
- Outlook,
- Excel
- PowerPoint
- Experience with
- Scan Snap or similar product
- Adobe Acrobat
- Ecerts Online
- Prior work in paperless environment a plus
Education/Experience
- 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 licenses, i.e. Non – resident producer licensing
Assistant Account Manager / Administrative Assistant
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 Private Client Group
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Producer Consultant Employee Benefits
Summary Seeking a proven and competitive Employee Benefits Producer to expand and grow CGIS’ EB business by producing and managing a book of EB clients in the 50-5,000+ lives sector. Responsible for developing strong business relationships and closing business to...
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
Preferred way of contact here.
