Insurance Account Assistant

Our client is a leader in providing both personal and commercial lines of insurance. With an attractive benefits package that includes employer-paid medical, dental, vision, and retirement plan, they continuously demonstrate a commitment to their employees’ well-being. They are currently seeking a dedicated Account Assistant to join their dynamic team.

This role offers the opportunity to assist account managers with processing and back-office work, alongside handling incoming calls. It is a platform designed to nurture talent, with growth opportunities and the potential for promotion.

Insurance Account Assistant Job Responsibilities

• Processing certificates and endorsements
• Making policy changes
• Sending insured ID cards
• Performing data entry into the agency management system
• Updating billing and invoicing
• Assisting Producers and Account Managers with administrative work

Qualifications

• Must be licensed in Property, Casualty, Life & Health in Oregon
• Stable employment history
• Close proximity to Carlton office, with the ability to report to the office
• Ability to learn, master, and perform duties with minimal supervision

This is a fantastic opportunity for a dedicated individual seeking growth in the insurance industry. If you meet the qualifications and are ready to take on this exciting role, we encourage you to apply.