Commercial Insurance Assistant

About us Petra Risk Solutions is the Nation’s largest independent insurance brokerage, specializing in the Hospitality Industry. We provide a broad range of Insurance Products and Services to our clients, throughout the country. We have a terrific team of insurance and risk management professionals. If you're interested in joining our team, please review our available opportunities. Petra Risk Solutions is currently looking for responsible, organized and enthusiastic people with an interest in developing a career. The Assistant Account Manager is responsible to provide prompt, accurate and reliable assistance in a team environment. Employees hired for this position have an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and experiential (on-the-job) training. While this is a remote position, we need candidates who are willing to work Pacific Coast time zone hours.

DUTIES AND RESPONSIBILITIES

Electronically attach documents Review policy documents to verify accuracy Document discrepancies and/or errors Prepare written correspondence Update client account information Post and maintain activities for follow up, using a diary system Process invoices and cancelation notices Prepare and process Certificates of Insurance Issue auto ID cards Process MVR requests Maintain electronic files in an orderly, up-to-date manner Pro-actively communicate with team members Active participation to complete projects and accept delegated tasks, as needed Assume other job responsibilities as assigned

QUALIFICATIONS

One (1) year of experience in an insurance office environment; Current, valid license issued by the state Department of Insurance is required; Possess organizational skills to prioritize and manage workflow ensuring efficient, timely, and accurate processing of all responsibilities; Effective communication skills, using English language, in written, oral or schedule form; Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages; Ability to solve practical problems and deal with a variety of concrete variables; Computer literate - Proficient use of Windows systems, Microsoft Office software (including Word, Excel, Outlook), database programs and general office equipment; Type 45-50 wpm; Professional work ethic Qualified Candidates should submit a resume for consideration. Petra Risk Solutions is an Equal Opportunity Employer No recruiters, please. Benefits offered: Paid time off Health insurance Dental insurance Healthcare and Dependent care FSAs Other types of insurance Parental leave Retirement benefits or accounts Education assistance or tuition reimbursement Fitness facilities (in California locations) Employee discounts Flexible schedules