Trustmark National Bank Agency Services Specialist I in FL-FL Panhandle - Pensacola, United States

The purpose of this job is to execute appropriate tasks in a timely and accurate fashion and to provide prompt, accurate, and courteous, service to all Departments, Customers, and Insurance Company personnel.

  • Responsible for performing Agency Services Department functions and duties in a timely and accurate manner as directed by Agency Services Manager – including but not limited to: Processing Endorsements/Endorsement Follow Up, Final Audits, Loss Run Requests and Cancellation/Premium Due Notices workflow.

  • Retrieve, process and distribute online policy information in a timely and accurate manner as required.

  • Processing and Distributing Incoming and Outgoing Agency Mail as required.

  • Back-up to Agency Services Manager for Office Supply operations as needed.

  • Assist agency departments with system data in-put as needed/required.

  • Assist with Daily Down-Load Processing as needed.

  • Other tasks as assigned

  • Knowledge of the agency management system

  • Knowledge of operating a multi-line telephone system

  • Understanding of agency workflow and processes

  • Must have good communication skills, both verbal and written.

  • Must have good keyboarding skills

  • Adaptable and flexible – have well-developed work habits and the ability to get things done

  • Ability to work with a diverse group of employees

  • Minimum of 2 years’ experience in an agency environment or 2 year experience with an insurance company

  • High school diploma

  • College education desired

ID: 2016-9216

Job Grade: 8

FLSA Status: Non-Exempt

Working Hours: 8AM - 5PM