Business Insurance Service Trainee

Job description

Description: Summary: This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise. Essential Duties & Responsibilities: As a training position, there are similarities between trainees’ day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates. Set up client shells in Sagitta. - Respond to departmental requests for administrative assistance with the following: - Create Word documents and Excel spreadsheets. - Assist in maintaining files and records in eMMA - Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed. - Daily Download Department mail from Insurance Carrier Websites. - Sort, scan and distribute via ImageRight Tasks mail an...