MetzWood Insurance is growing our team! We are looking for a positive team-player to join our Personal Insurance Department as a Service Assistant. This person will help support our insurance advisors with multiple daily tasks.
This position requires an ability to learn quickly, master multi-tasking, communicate effectively over email and in-person, and thrive in a team environment. Additionally, this roles necessitates a proficiency in Microsoft Word, Excel, and Outlook.
About The Opportunity
- Provide administrative and clerical support to Personal Lines department members
- Help fulfill client service requests, which can include processing endorsements, cancellations, binder requests, etc.
- Assist with quotes for new and renewal policies
- Generate, format, and review new business and renewal proposals
- Secure necessary trailing documentation (applications, questionnaires, etc.) from clients on new business and renewal applications
- Additional tasks as necessary to support Personal Lines team members