Summary:
This position prepares individuals to progress into Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills. Trainees work in a variety of situations, at times working as members of a team and other times working alone on an assignment. Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise.

Essential Duties and Responsibilities:
As a training position, there are similarities between all trainees’ day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and Associates.

• Respond to departmental requests for administrative assistance with the following:
  • Create Word documents and Excel spreadsheets.
  • Create Auto Liability proof of insurance ID cards and complete certificate projects.
  • Assist in maintaining files and records using the AgencyInsight system .
  • Enter applications into LightPaper system.
  • Gather and maintain information regarding carrier, underwriter and client requirements.
  • Provide clerical assistance with c opying, faxing, mass mailings, assembling binders and scanning files as needed.
  • Download Department mail from Insurance Carrier Websites.
  • Sort, file and distribute extensive mail and communications daily.
• Process Loss Run reports as needed.
  • Request loss runs based on monthly reports and in accordance with the carrier’s requirements.
  • Follow up with the carrier until loss run is received and file in electronic filing system.
  • Inform Client Administrator and/or Client Manager if the loss run will be delayed.
• Establish and maintain effective working relations with other Associates.
• Identify needs and competencies to be acquired, and make use of appropriate training opportunities.
• Learn client policy requirements and AgencyInsight, Barcoding, and ImageRight systems.
• Communicate system or process related problems to the appropriate Associate.
• Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur.

Education, Skills and Experience:
Trainees serve a large group of people. They need to be alert, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is required:

• A bachelor’s degree or ability to receive the degree within two to three months, or 3 years experience performing in a professional administrative and customer service capacity is required.
• Proficient with Microsoft Office software (Word, Excel, and Outlook).
• Successful work history demonstrating reliability and a positive attitude.
• Demonstrated ability to prioritize tasks, and set and achieve goals.
• Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form.
• Attention to detail and an appreciation for a job well done.

Work Environment and Physical Demands:

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.

 

 

Qualified Applicants may mail their resume to bmcmann@barneyandbarney.com, or fax to (858) 909-9883.
Please reference the posting for which you are applying.