Job Description

Assistant To Licensed Agents

This position is responsible for various duties performing as an assistant to licensed agents in Stockman Insurance.

Minimum Qualifications:

• High School diploma or equivalency.
• Strong communication and organizational skills.
• Ability to work independently and to prioritize multiple tasks.
• Exceptional attention to detail and commitment to accuracy.
• Good interpersonal/team skills with ability to develop effective working relationships.
• Experienced in computer applications to include Microsoft Word, Excel, Outlook, etc.

Preferred:

• Experience with CRMs or other data management systems. Experience specifically with Salesforce and/or Applied Epic a plus.
• Degree in business, computer science, information systems, or related field.
• Experience in insurance industry and/or relevant training.
• Current insurance license or ability to obtain.
• Strong knowledge of insurance terminology.

Position Specific Responsibilities, Duties and Competencies:

1. Database Upkeep:

• Enter into database and update client demographics, policies, policy changes, and other information as appropriate.
• Scan and attach in database relevant documents from client files.
• Attach in database other documents from client and carrier communications as appropriate.
• Update carrier information and contacts as needed.
• Stay up-to-date on carrier plans and add/update product information accordingly.
• Contact carriers by phone or email as needed for policy numbers, application status, and any other information necessary to maintain database integrity.
• Update agent information as needed, to include licensing and CE info.
• Communicate appropriately with colleagues to obtain information needed in database that may be missing from provided documents.
• Organize and update shared drive as needed.

2. Database Management:

• Pull reports, mailing lists, and other key information from database upon request, assisting with selection of the correct parameters to obtain desired results.
• Efficiently move/copy data from one database to another when necessary.
• Assist with development of automated workflows and other efficiency/productivity drivers.
• Make or request minor programming changes as able to contribute to efficiency and productivity goals.
• Contribute to team meetings and discussions promoting improvements in processes and procedures.
• Assist with implementation of new/updated processes and procedures.
• Document all changes made to database functionality and standard procedures/workflows and distribute to staff as appropriate.

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