- Correspond with clients, mortgage companies and real estate agents regarding insurance for new home purchases
- Work closely with insurance agents to gather necessary details to prepare paperwork for client???s purchasing insurance
- Review paperwork sent for accuracy in spelling of names, property addresses, social security no.'s, marital status.
- Obtain any additional documents as needed by carrier guidelines and as requested by the insurance agents
- Prepare Evidence of Insurance and Invoices for closing
- Review and update the agency management system once insurance is sold
- Assist insurance agents with contact information for homebuyers
- Verify correct closing dates for home policies
- Review and issue policies
- Minimum of a high school diploma and up to 1 years in office environment, an active PA property and casualty license is preferred
- Ability to follow direct, manage a high volume of work and meet deadlines
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Insurance Agent Assistant - Pittsburgh, United States - Howard Hanna Insurance Services
Description
Job Description
Job DescriptionPrepare the paperwork for sold insurance policies and then issuing policies once homes have closed.
Benefits
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Vision Insurance
Dental Insurance
Health Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Responsibilities
Requirements