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Job Description:
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DESCRIPTION:
Seeking
qualified sales assistants/processing agents to support sales staff during
the sales process.
ESSENTIAL
JOB FUNCTIONS:
- Sending
EPI’s to mortgage company, realtor and attorney
in a timely manner.
- Prepare
and send application via fax, email or mail.
- Request
for alarm certificates and appraisal when application is sent
- Upload/submit
applications for processing within the binding period
- Document
entire process in AMS
- Suspense’s
sent to assure applications are received in a timely manner
- Responsible
for answering questions regarding the application by clients
- Supplying
ID cards, FS1 forms, and DL123’s
- Follow
up on NC/SC drivers license numbers when clients are moving in and out
of state
- Maintain
individual customer files and process routine correspondence between our
agency and the client or company, including preparing policy documents.
- Customer
Service as required.
- Other
duties as assigned.
REQUIREMENTS:
- Possess
a strong attention to detail
- Able
to multi-task
- Must
have a high level of problem- solving skills.
- A
positive, team-oriented attitude is necessary to deal with a large
variety of personalities.
- Excellent
computer skills
- Ability
to work independently
- Insurance
license and knowledge of industry standards
- Minimum
three years experience in current or related position
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