Insurance Assistant

Chicago, IL 60661

Industry: Data Entry Job Number: 21318

Insurance experience is great, but not necessary.

Location: Downtown Chicago

Team Responsibilities and Tasks

Log in new and renewal business submissions into the Operating System in accordance with company guidelines.


2. Import required Outlook emails into the Operating Systems to ensure retention of all customer communications.


3. Complete Surplus Lines forms for insurance companies, as well as help to follow-up with agents for outstanding documentation upon binding


4. Policy issuance / Endorsement issuance

a. Update and maintain Policy Issuance Spreadsheet

b. Goal is to issue policy within 30-days of eff date; 45-days at latest…


5. Help Team in following up for outstanding binding ‘ subjectivities’ – with both agents and insurance companies


6. Set-up and send out renewal solicitations

a. Create email, provide application, send solicitations & attach in the AIM system

7. Create and process quotes, binders and invoices in the Operating System.


8. Send out carrier auto-renewals and to take the responsibility of the servicing from quoting to policy issuance.


9. Pull Loss Runs
Smart Resources/Accountable Search, a Brand of BG Staffing, Inc. (NYSE American: BGSF), is Chicago's premier source for valuable direct-hire, temporary and temporary-to-hire candidates to our client companies. We specialize in the Administrative & Clerical, Accounting and Human Resources placements. To learn more about our services, visit

Julia Falk-Mann

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