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Insurance Assistant
Job Description
- Contract Duration: Contract-to-hire
- Worksite Location: Houston, TX
- Meet quality measurement goals by delivering high-quality service in servicing assigned clients and accounts
- Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation
- Review policies to be sure that they are issued in accordance with what was bound by the carrier
- Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent
- Manage and maintain suspense, including following up on items and escalating unresolved issues to the broker or AB when necessary
- Ensure Surplus Line documents are submitted correctly and on time
- Learn and increase system skills to improve efficiency
- Produce and mail renewal letters with applications to customers when applicable
- 0-3+ years of insurance experience
- Ability to take insurance classes and attain designations relating to work
- Ability to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements
- Exceptional organization, follow-up, communication, and interpersonal skills
- Possess an intuitive and proactive approach to business problems and solutions
- Exhibit good listening skills and a willingness to help and support others
- Advanced skill level in PC software (Word, Excel, and other software)
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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Dahl Consulting is proud to offer a comprehensive benefits package to eligible contract employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review our Benefits Summary: www.dahlconsulting.com/benefits-w2fta.
Dahl Consulting is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other applicable legally protected characteristics.
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