Insurance Service Trainee: Path to Client Manager

Internationalinsuranceprofessionals; California; Presencial; USD 36.000 - 66.000; Jornada completa

Descripción de la vacante

Internationalinsuranceprofessionals seeks candidates for a training position that leads to an Insurance Associate role with potential progression to Client Administrator, Client Manager and Client Executive. Trainees work independently on mail and loss run tasks under supervision to build core insurance operations skills.

Responsibilities include creating Word/Excel documents, maintaining files in eMMA, setting up client shells in Sagitta, processing loss runs, and coordinating with carriers.

Formación

• Bachelor's degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required.
• Proficient with Microsoft Office software (Word, Excel, and Outlook).
• Successful work history demonstrating reliability and a positive attitude.

Responsabilidades

• Prepare Word documents and Excel spreadsheets for departmental requests.
• Assist in maintaining files and records in eMMA.
• Set up client shells in Sagitta.
• Process Loss Run reports and request loss runs as needed.
• Follow up with carriers until loss runs are received and filed.

Educación

Bachelor's degree or degree within 2-3 months

1-3 years administrative or customer service experience

Herramientas

Word

Excel

Outlook

Descripción del empleo

Internationalinsuranceprofessionals seeks candidates for a training position that leads to an Insurance Associate role with potential progression to Client Administrator, Client Manager and Client Executive. Trainees work independently on mail and loss run tasks under supervision to build core insurance operations skills.

Responsibilities include creating Word/Excel documents, maintaining files in eMMA, setting up client shells in Sagitta, processing loss runs, and coordinating with carriers.