Job: Account Assistant (Torrance, CA) ($35K/Yr – $40K/Yr)

Title Account Assistant (Torrance, CA) ($35K/Yr – $40K/Yr)
Categories Otherエリア, 事務職系
Salary $35K/Yr – $40K/Yr
Location Torrance, CA
Job Information

◆Position: Account Assistant

Responsible for providing customer service and support to assist Account Representatives and service team in supporting existing accounts and soliciting new business.

 Gathers information for applications and prepare pre-renewal documents  Updates specifications on agency management system with current account information provided by service team  Reviews coverage binders for accuracy for Account Representatives  Prepare/Issue Certificate of Insurance and Auto I.D cards and Evidence of Property  Reviews policies, identifies deficiencies and determines appropriate level of coverage against quote/binder  Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts  Binds insurance coverage and prepares insurance binders  Assists with the preparation of presentations and/or proposals for clients  Composes correspondence to insured and/or underwriters  Inputs applications and creates letters, and other forms of correspondence  Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)  Updates Summary of Insurance as appropriate  Other duties as assigned.

◆QUALIFICATIONS EDUCATION/EXPERIENCE  Associates degree or equivalent combination of education  2 – 4 years work experience;

◆SKILLS  Excellent verbal and written communication skills  Excellent customer service skills, including telephone and listening skills  Good time management skills  Intermediate typing skills (30-35 wpm)  Ability to work within a team and to foster teamwork  Proficient with Excel/Microsoft Office/PowerPoint/Microsoft Outlook  Strong PC skills with the aptitude to learn new systems

◆LAUNGAGE Must be fluent in Japanese with good English communication skills

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