Insurance Policy Assembler
Review outgoing insurance policies, forms, endorsements, certificates, policy jackets, and labels in a manner ensuring accuracy and prompt delivery.
Assemble policies to include, but not limited to, pulling appropriate forms and certificates for mailing.
Assemble policy folder to include, but not limited to, labeling file folder and inserting appropriate company copies into policy folder.
Maintain current policy forms, jackets, etc for assembly.
Administer proper countersignatures to policies, as required by different states.
Mail appropriate copies of policies, endorsements, etc. to agent.
Follow work plans, established timelines, and predefined goals for assigned work.
Meet commitments on deadlines.
Develop strong customer focus and high service level relationship with clients.
Perform work thoroughly in a cost-efficient manner and at a high productivity level.
Utilize company resources effectively.
Comply with all corporate policies and procedures.
Take all reasonable steps to safeguard company assets against waste, loss, unauthorized use, and misappropriation.
Report breakdown in controls to a supervisor or manager.
No people management responsibility.
Minimum High School or GED.
2 years relevant experience.
Possess and have ability to apply basic knowledge of principles, practices, and procedures.
Good written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacy.
Good organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously.
Proficiency and experience using Microsoft Office Package (Excel, Access, PowerPoint, Word).
Overtime hours may be required to fulfill job responsibilities.
May be required to remain stationary for extended periods of time.
May be required to move up to 10 pounds.
Must be able to operate a computer and other devices.
Close vision and ability to adjust focus, such as required to read a computer screen.
This document is intended to describe the general nature and level of work being performed, and is not to be construed as an exhaustive list of all responsibilities, duties and skills required for the job.
TMHCC will consider all requests for reasonable accommodation as outlined in the Employee Handbook. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.
Assistant Aviation • Plano, TX, US