Insurance Service Trainee: Path to Client Manager

Internationalinsuranceprofessionals; Sacramento, Northern (CA, KY); Hybrid; USD 36,000 - 66,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k) savings plan

Employee assistance programs

Job summary

Careerwebsite is seeking candidates for a training position in our Insurance department. Trainees will progress toward Insurance Associate then Client Administrator, Client Manager, and Client Executive, building skills with supervision and advancement opportunities.

Typical duties include creating Word docs and Excel sheets, managing files in eMMA, processing loss runs, and supporting the mail and loss-run desks. The role blends clerical tasks with on-the-job training and licensing paths.

Qualifications

• Bachelor's degree or ability to receive the degree within 2-3 months, or 1-3 years of professional administrative/customer service experience.
• Proficient with Microsoft Office (Word, Excel, Outlook).
• Demonstrated reliability, positive attitude and ability to prioritize tasks.

Responsibilities

• Prepare Word documents and Excel spreadsheets.
• Assist in maintaining files and records in eMMA.
• Provide clerical support: copying, faxing, mailings, scanning files.

Skills

Microsoft Office

Communication

Education

Bachelor's degree or near-term completion

Job description

Careerwebsite is seeking candidates for a training position in our Insurance department. Trainees will progress toward Insurance Associate then Client Administrator, Client Manager, and Client Executive, building skills with supervision and advancement opportunities.

Typical duties include creating Word docs and Excel sheets, managing files in eMMA, processing loss runs, and supporting the mail and loss-run desks. The role blends clerical tasks with on-the-job training and licensing paths.