Assistant Production Associate

SNI Companies; Andover (MA); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading company in the insurance industry is seeking a Staffing and Recruiting Professional in Andover, MA. This full-time, entry-level position involves preparing policy submissions, assisting agents, and providing excellent customer service. The ideal candidate will be detail-oriented, adaptable, and capable of multitasking in a fast-paced office environment.

Qualifications

• Entry-level position requiring strong customer service and data entry skills.
• Ability to multitask and adapt to changing workloads is essential.
• Experience with ACX system is a plus but not mandatory.

Responsibilities

• Prepare and enter submissions for policy issuance.
• Assist agents with quoting and questions in the ACX system.
• Maintain detailed notes and adhere to company policies.

Skills

Customer Service

Attention to Detail

Data Entry

Mathematical Skills

Job description

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Direct message the job poster from SNI Companies.

Staffing and Recruiting Professional - [e-mail] - (978)-747-2480

This is a temp-to-hire position. All candidates must be local/commutable to Andover, MA. This is a 100% on-site position.

Essential Functions

1. Prepare and enter new submissions for policy issuance or quote purposes via ACX according to specifications by agent or underwriter. Run reports, set up tasks, and contact agents for additional information.
2. Sort and prioritize ACX tasks, returned mail, emails, and faxed requests.
3. Prepare, categorize, scan, and upload requests and correspondence to the Policy File.
4. Attend scheduled training sessions with the Team Lead.
5. Review and process renewal policies, verifying changes and premiums. Correct system-generated renewals. Check and account for all ACX Personal Lines policy renewals.
6. Process endorsement change requests, obtaining necessary information and documents as needed.
7. Review Umbrella Renewal Questionnaires, run MVRs, and process approved changes. Send high-level URQs to Underwriting Assistants/Underwriters for approval.
8. Return URQs that require additional information.
9. Set up tasks and add comments in the ACX system related to correspondence.
10. Process approved endorsements in the ACX system and attach requests to the Policy File.
11. Assist agents with quoting, questions, and issues in the ACX system.
12. Assign tasks to Personal Lines Underwriters requiring decision-making and knowledge of Underwriting Program Guidelines.
13. Prepare certified copies/duplicate policies, endorsements, and files as per requests from Underwriters, Claims Examiners, and agents.
14. Provide excellent customer service to mortgage companies, agents, underwriters, and field representatives.
15. Report programming issues to the appropriate parties with specific examples.
16. Maintain detailed notes to ensure accurate work and record procedural changes for personal use.
17. Attend ACXhange system training.
18. Perform any additional tasks requested by supervisors or team leads to ensure departmental and company operations run smoothly.
19. Utilize mathematical and data entry skills effectively.
20. Work independently, multitask, and stay detail-oriented.
21. Be flexible and adaptable to changing workloads and priorities.
22. Adhere to all company policies.

Key Performance Indicators

1. Maintain daily attendance, arriving by 8:15 am until 4:30 pm, unless on personal time, sick leave, or vacation.
2. Support underwriters proactively and demonstrate teamwork, as evidenced by acknowledgments from colleagues and management.

This role operates in a clerical, office setting, routinely using standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands

The physical demands are typical for this role and necessary to perform its essential functions.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Customer Service

Industries

Insurance