Property & Casualty Clerk

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Job description

Job title

Property & Casualty Clerk

Department

Property & Casualty

Reports to

Property & Casualty Insurance Manager

Vice President

Business Development

Updated

July 2021

Nature of Work in this Position: The primary responsibility of this position is to provide administrative and clerical services requiring limited knowledge of property & casualty system and procedures. Clerical duties include a combination of answering and directing phone calls, checking and distributing documents and correspondence, typing or word processing, office machine operation and filing.

Illustrative Examples of Work:

· Performs clerical tasks in the processing of Property and Casualty Insurance Policies

· Answers and direct phone calls from members, conducts courtesy calls to the member for renewal

· Assist the Property & Casualty Representatives with preparation of quotation for New and Renewal Insurance

· Obtain Required Documentations from members and maintain files, personal records of insurance transaction and file folders.

· Receives and distributes messages

· Verifies and distributes documents and correspondence

· Receives, sorts, and distributes incoming mail

· Maintains filing systems - physical filing and system filing using CRM

· Compiles records of office activities

· Photocopies, scans and faxes

· Prepares outgoing mail and transmittals

· Types or word-processes documents

· Data entry

· Performs related duties as required. ( Related duties are duties that may not be specifically listed in the class specification or position description, but that are within the general occupational series and responsibility level typically associated with the employee's class of work.)

Knowledge / Skills / Abilities:

• Significant organizational skills.
• Strong verbal and written communication.
• Attention to detail and quality focused.
• Ability to multi-task and manage time efficiently.
• Ability to meet company attendance and punctuality requirements.

Minimum Experience and Training:

Any combination of education and experience providing the required skill and knowledge for successful performance would be qualifying. Typical qualifications would be equivalent to:

• A high school diploma or equivalent;
• Minimum one (1) year of clerical work experience involving public contact;
• Knowledgeable in the use of Mas90 and AS400 and Applied Epic system a plus;
• Proficient in the use of Microsoft Office (Excel, Word, PowerPoint, Outlook); and
• Computer literate (Windows).

Note: This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required by their supervisor.

Job Type: Full-time

Pay: $9.25 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location