Business Insurance Service Trainee

About the role

This is a training position that prepares individuals to move into the Insurance Associate role, with possible advancement to Client Administrator, Client Manager and Client Executive positions. Trainees work independently on either the mail desk or the loss run desk, under close supervision with performance monitored to determine qualification for advancement.

Key responsibilities

• Respond to departmental requests for administrative assistance, including creating Word documents and Excel spreadsheets
• Maintain files and records in eMMA and set up client shells in Sagitta
• Provide clerical support: copying, faxing, mass mailings, assembling binders and scanning files
• Download department mail from insurance carrier websites daily, sort, scan and distribute it via ImageRight
• Process loss run reports: request them monthly according to carrier requirements, follow up until they are received and filed electronically, and inform the Client Administrator or Manager of delays
• Handle rush requests and special projects as assigned
• Learn coverages through Kaplan books and coverage training classes, and enroll in AIS or AINS designation courses; if advancement is recognized, complete insurance licensing school and pass the Property & Casualty licensing test

Required profile

• Bachelor's degree or ability to obtain it within two to three months, or 1-3 years of experience in a professional administrative or customer service capacity
• Engaged, positive and approachable, able to interact with a wide variety of people
• Reliable work history, good at prioritizing tasks and setting goals
• Logical problem solver who communicates clearly in writing and speech

Required skills

• Proficiency with Microsoft Office (Word, Excel and Outlook)
• Ability to use a computer keyboard and office equipment such as fax and copy machines

What we offer

• Base salary of $35,600 to $66,200, depending on experience, skills, training, location, certifications and education
• Possible performance-based incentives
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs