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in Portland, OR

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Hours Full-time, Part-time
Location Portland, OR
Portland, Oregon

About this job

Job Summary:

To assist Account Manager and Producers in all functions related to account servicing.

Responsibilities Include:


Certificate of Insurance processing.
  • Certificate of Insurance processing
  • System documentation
  • Endorsement processing
  • Correspondence with clients and carriers
  • Data input
  • Policy checking and processing
  • Word processing, including form letters, mass mailings, proposals & summaries
  • Putting together spreadsheets
  • Claims input and follow up
  • Policy detailing for new and renewal business
  • Review and respond to billing inquiries
  • Research work as required/requested by carriers and staff
  • Backup for Reception as needed
  • Other duties as assigned
Desired Core skills/Education:
  • College degree preferred, high school diploma necessary
  • MS office skills - notably Outlook, Word and Excel
  • Excellent communication skills; verbal and written
  • Attention to detail a must
  • Willingness to learn more about the Insurance industry; including obtaining Insurance License as deemed necessary
  • Work experience in Insurance industry preferred, but not required