Account Assistant Job at CareerPaths NW, Carlton, OR

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  • CareerPaths NW
  • Carlton, OR

Job Description

Job Position: Account Assistant

Our client is a leader in providing both personal and commercial lines of insurance. With an attractive benefits package that includes employer-paid medical, dental, vision, and retirement plan, they continuously demonstrate a commitment to their employees' well-being. They are currently seeking a dedicated Account Assistant to join their dynamic team. This role offers the opportunity to assist account managers with processing and back-office work, alongside handling incoming calls. It is a platform designed to nurture talent, with growth opportunities and the potential for promotion.

Responsibilities:

  • Processing certificates and endorsements
  • Making policy changes
  • Sending insured ID cards
  • Performing data entry into the agency management system
  • Updating billing and invoicing
  • Assisting Producers and Account Managers with administrative work

Qualifications:

  • Must be licensed in Property, Casualty, Life & Health in Oregon
  • Stable employment history
  • Close proximity to Carlton office, with the ability to report to the office
  • Ability to learn, master, and perform duties with minimal supervision

This is a fantastic opportunity for a dedicated individual seeking growth in the insurance industry. If you meet the qualifications and are ready to take on this exciting role, we encourage you to apply.

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