Job Description - Administrative Assistant/Claims

This position will serve as executive administrative assistant to the CEO, Sales Manager, and Operations Manager for the Minnesota agencies.  They will assist with scheduling and attending marketing meetings with carriers and their sales teams.


This person will also assist the Operations Manager in helping with agency licensing and continuing education to keep our sales teams on track.


The bulk of the daily job function, however, will be to handle the claims functions for the agency.  This role will gather customer information, complete the first notice of loss forms, and file claims directly with insurance carriers on behalf of the clients.  If the company desires direct claim contact with the insured, this role will assist in handing of the call to the carrier or provide the information to the insured to get the claim filed.  


This role will document, track, and assist in getting claims settled in a smooth and timely fashion.

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