Entry Level Insurance Clerk

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Colonial Group Seeks an Entry Level Insurance Clerk to join our team in Charlotte, NC.

Who You Are

You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.

What You’ll Do

Assists the Brokers & Account Executives by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance by performing the following duties.

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Work with Brokers & Account Executives when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.
• Review indications, quotes, binders, submissions and policies for completeness and accuracy.
• Ordering inspections. This duty requires the ability to identify the different types of policies and the common information to request the inspection company obtain at time of inspection.
• Work with the Brokers & Account Executives to be sure the forms on the policies are the current edition dates used by each Company.
• Telephone assistance. This duty involves the ability to answer basic questions a Producer may have. If the question is too involved, refer the Producer to an Underwriter, who can help.
• Work with Brokers & Account Executives, insuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws. Secure payments on risks bound or written. Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to the Department Leader.
  
  

What You Will Need

• Proficient with MS Office Suite
• Ability to learn multiple computer systems for processing information
• Exceptional telephone demeanor
• Ability to maintain a high level of professionalism
  
  

What We Offer

• Excellent growth and advancement opportunities
• Potential for discretionary bonuses
• Paid time off
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan
  
  

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.