Carrier Appointment Administrative Support Specialist

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JOB SUMMARY 

Under general supervision, responsible for administrative duties for the department.     

 

NECESSARY SKILLS 

  • Gather carrier communications sent to Underwriting and the Carrier Appointments team and upload the information to the shared folder on a weekly basis  
  • Responsible for the administering carrier promotions.     This includes receiving ad-hoc incentive/promotions requests from our carrier partners and updating the requests to a shared document for agents to view  
  • Send notices to carriers whenever there are agent updates (addresses, phone numbers, agent/agency name changes, etc.) 
  • Update products by state in salesforce for new and existing carriers
  • Set up credentials for new hires on a weekly basis for field and corporate office
  • Disable credentials/appointments for terminated staff on a weekly basis for the field and corporate office
  • Perform audits in sales force to ensure accuracy of users
  • Regularly checks email and other systems through which work is requested
  • Proactively makes outbound calls or sends emails with the purpose of clarifying information or gathering correct information
  • Maintains process and procedure manual for the area 
  • Handles special projects and other duties as assigned 

 

QUALIFICATIONS 

  • Ability to perform work with a high degree of accuracy; exceptional attention to detail 
  • Strong customer service mindset; a desire and ability to deliver service that provides a high level of satisfaction 
  • Ability to handle the most complex of requests 
  • Strong communicator; must be able to convey ideas in a clear and concise manner 
  • Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) 
  • Strong independent judgment and decision making 
  • Ability to learn, embrace and put into practice new concepts and skills 
  • Superior ability to manage own time, activities and resources; models behavior for others 
  • Team player; must be able to contribute to the team and rely on others to achieve objectives 

 

EDUCATION and EXPERIENCE REQUIREMENTS 

 

  • High school diploma, some college and/or pursuing professional development in insurance related areas preferred. 
  • 2-4 years’ experience in a professional workplace, preferably insurance industry 
  • Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
  • Salesforce experience desired but not required 

   

Interested? Click on the link below to fill out our application.

Apply Now

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