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
Job Grade: 8
FLSA Status: Non-Exempt
Working Hours: 8AM - 5PM