Campus Pride Jobs

WAFD Insurance Group - Assistant Location : Location US-WA-Mt Vernon Location : Address 1503 Riverside Drive Location : City Mt Vernon Location : State/Province WA ID 2024-2569 Category Insurance Position Type Full Time Min USD $37,440.00/Yr. Max USD $47,000.00/Yr. Min USD $37,440.00/Yr. Max USD $47,000.00/Yr. Job Summary This position work side by side with CSR and Producer in assisting in maintain the retention rate above the state standard of 86%. This includes updating the renewal book, calling on late payment and/or sending letters of late payments, turning in claims to companies, and making current changes to policies. WaFd Bank is proud of the high value that we all place on simply being kind when serving our colleagues and WaFd Bank clients. Office Support Activities Answer phone calls and greet walk-in customers Barcode scanning for Personal and Commercial Lines Work with producers to compile list of weekly referrals and Customer of the Month Renewal Book Update the billing screens on the policies that haven't automatically renewed Follow up with companies that haven't renewed the policies Work with other CSRs with any difficulties with any companies regarding renewals Identify price increases and work with producer to contact customers. Endorsements Make changes in Applies Systems and in the company screens on changes to current policies, which include adding, deleting, increasing or changing items on policies. Follow up with the customer with the changes to the premium if requested Claims Receive claim information from insured's who call with claims and report the insured's claim to the insurance company. Call back the claimant with the claim information Develop a weekly claim list and work with producer to follow up with claimant Late Payments Receive weekly reports from the Insurance companies on late payments Call the clients whose bills are late If the policy is cancelled, find options with the company on how to reinstate and offer different payment options. Cross-Sell Letters Work with producer on generation 20 cross-sell letter per week. Identify customers with cross-sell opportunities to develop monoline list. Update list weekly with up-to-date information for most accurate letters Update TAM policy screens with correct information Other duties assigned Qualifications High school diploma or approved equivalent. Strong skills in math, keyboarding, 10-key, and filing. Excellent organizational and communication skills. Computer proficiency in Microsoft Office applications and internet usage. Previous experience preferred in handling cash, general clerical duties, and interacting with clients to build rapport and relationships. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement EEO is The Law - click here for more information Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered w