Agency Services Assistant
Job Title: Agency Services Assistant
Reports to Office Supervisor or Agent
ESSENTIAL DUTIES AND RESPONSIBILITIES
Percent of Monthly
Working Time
1. Performs Underwriting and Services related duties. 35%
Utilizes knowledge of insurance and policies to determine effects of changes requested (e.g., type of
coverage, method of payment, premium needed, etc.)
Determines need for more data to process new application/change and obtains it.
Inputs information and generates appropriate correspondence and forms.
2. Performs Claims servicing activities. 30%
Reviews claim forms and related documents for completeness.
Obtains additional information as needed for claims file.
Calculates amount of claim. Pays claims as directed.
3. Facilitates policy issuance. 15%
Calculates and quotes policy premiums.
Upholds fiduciary responsibilities.
Uses American Family underwriting practices knowledge in handling new sales.
Oversees and coordinates collection of data for proper issuance of policies.
4. Markets American Family products to new and existing policyholders. 15%
Solicits and informs potential policy holders through a variety of methods.
Conducts comparisons to other insurers and types of policies.
Deals with potential policyholders in a fair and ethical manner.
5. Performs bookkeeping duties (deposits checks, reconciles accounts, etc.). 5%
ESSENTIAL KNOWLEDGE & SKILLS:
Educational/Training/Work Experience
Appropriate state license(s) for insurance sales/agent.
High school diploma or equivalent plus one year of customer service or equivalent work experience.
Specialized Knowledge & Skills
Knowledge of general clerical practices and procedures.
Demonstrated knowledge of basic insurance concepts and principles.
Demonstrated ability to perform mathematic calculations and bookkeeping.
Ability to organize, prioritize and handle multiple work assignments.
Demonstrated oral and written communication skills, maintaining confidentiality, and ability to deal with
people of diverse cultures, education, backgrounds, etc.
Demonstrated customer service skills and ability to tactfully deal with people.
Type of Equipment Used
General office equipment
Work Environment/Physical Demands:
General office, primarily sitting.
Property & Casualty Insurance license valid in UT. If unlicensed, must pass test within 21 days of hire date.
Contact: Sean Kelstrom
Phone: 801-791-2078
Email: sean.kelstrom@amfam.com
Please email resume to sean.kelstrom@amfam.comEstimated Salary: $20 to $28 per hour based on qualifications.
Reports to Office Supervisor or Agent
ESSENTIAL DUTIES AND RESPONSIBILITIES
Percent of Monthly
Working Time
1. Performs Underwriting and Services related duties. 35%
Utilizes knowledge of insurance and policies to determine effects of changes requested (e.g., type of
coverage, method of payment, premium needed, etc.)
Determines need for more data to process new application/change and obtains it.
Inputs information and generates appropriate correspondence and forms.
2. Performs Claims servicing activities. 30%
Reviews claim forms and related documents for completeness.
Obtains additional information as needed for claims file.
Calculates amount of claim. Pays claims as directed.
3. Facilitates policy issuance. 15%
Calculates and quotes policy premiums.
Upholds fiduciary responsibilities.
Uses American Family underwriting practices knowledge in handling new sales.
Oversees and coordinates collection of data for proper issuance of policies.
4. Markets American Family products to new and existing policyholders. 15%
Solicits and informs potential policy holders through a variety of methods.
Conducts comparisons to other insurers and types of policies.
Deals with potential policyholders in a fair and ethical manner.
5. Performs bookkeeping duties (deposits checks, reconciles accounts, etc.). 5%
ESSENTIAL KNOWLEDGE & SKILLS:
Educational/Training/Work Experience
Appropriate state license(s) for insurance sales/agent.
High school diploma or equivalent plus one year of customer service or equivalent work experience.
Specialized Knowledge & Skills
Knowledge of general clerical practices and procedures.
Demonstrated knowledge of basic insurance concepts and principles.
Demonstrated ability to perform mathematic calculations and bookkeeping.
Ability to organize, prioritize and handle multiple work assignments.
Demonstrated oral and written communication skills, maintaining confidentiality, and ability to deal with
people of diverse cultures, education, backgrounds, etc.
Demonstrated customer service skills and ability to tactfully deal with people.
Type of Equipment Used
General office equipment
Work Environment/Physical Demands:
General office, primarily sitting.
Property & Casualty Insurance license valid in UT. If unlicensed, must pass test within 21 days of hire date.
Contact: Sean Kelstrom
Phone: 801-791-2078
Email: sean.kelstrom@amfam.com
Please email resume to sean.kelstrom@amfam.comEstimated Salary: $20 to $28 per hour based on qualifications.
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