What are the responsibilities and job description for the Commercial Insurance Assistant position at Higginbotham Insurance Agency?
Stahl & Associates Insurance , a Higginbotham Partner, has an immediate need for a Commercial Lines Assistant in our St. Petersburg, FL office.
We are looking for an energetic, eager, self-motivated professional to join our amazing team and provide top notch service to our clients. This is a great position for someone wanting to grow their insurance career or take a step back from the hubbub of corporate life. Join our team and add to our story! This individual will work closely with Commercial Lines Account Managers, Account Executives and other members of the team to service our clients by handling the following duties :
Issuing certificates of insurance
Ordering MVR's for commercial clients
Reviewing commercial policies and endorsements for accuracy
Updating applications in the Agency Management System
Reviewing carrier websites to obtain applicable information pertaining to commercial accounts
Processing incoming mail, such as policies and endorsements
Provide primary back-up coverage for the front-desk receptionist, as needed.
Core Competencies :
Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability : Acknowledgment of the importance of being present and punctual.
Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education :
At least 1-2 years' experience in an entry level insurance position preferred
Experience with certificates of insurance helpful
General knowledge of insurance terminology
Systems :
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Licensing and Credentials :
Active FL 4-40 or 2-20 license required (company will help candidate obtain licensure if needed)
Work Location :
St. Petersburg, FL - In office
Perks & Benefits :
Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity - the potential for growth within the company
Excellent work / life balance
Physical Requirements :
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions
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