Insurance Broker Assistant

Verified

With Timeproof

Overview

Looking for full-time work (8 hours/day)

at $5.00/hour ($880.00/month)

Associates degree

Last Active

December 3rd, 2024 (yesterday)

Member Since

November 28th, 2021

Profile Description

Insurance Broker Assistant
Processing Customer's Payment through QuickBooks
Invoicing binder, quotes, audit, endorsement and sending out to Insured.
Managing Daily Accounting, Weekly Accounting, and Weekly commission through simple ledger on excel.
Financing policies.
Creating account payable statement and sending out payment to respective carrier. Sending reminders for renewals, quotes, endorsement, audit, and cancellation to Insured.
Creating and sending out COI's to Insured and cert holder.
Creating ACORD and Supplemental for renewals and requesting a quote from Carrier.
Sending a binding request to the Carrier.
Bond quoting and renewals.
Doing inbound and outbound calls.

Timekeeping & HR Representative
Processing DTR's and managing employee’s requirements.
Producing and distributing a broad range of documents and reports under demanding time constraints.
Inventory of office supplies and processing purchasing orders.
Filing of documents.