Monday-Friday, 9:00 AM-5:00 PM Company Overview Oakmont Insurance Services LLC. is a fast-paced property and casualty insurance agency serving both commercial and personal insurance clients. We work closely with our clients to provide responsive service, insurance solutions, policy support, and guidance throughout the policy term. We are looking for a dependable, organized, and resourceful individual who can work well in a busy insurance environment and become a strong member of our service team.
Website:
www.oakmontinsuranceservices.com Position Overview We are seeking a Customer Service Associate to assist with servicing and managing property and casualty insurance accounts. The ideal candidate is organized, detail-oriented, comfortable handling multiple priorities, and able to independently research and resolve routine insurance matters. This position will work closely with our Customer Service Representatives, Account Executives, licensed insurance representatives, and insurance carriers. Responsibilities will include policy servicing, quoting support, account follow-up, documentation, and client communication. Insurance agency experience is strongly preferred. Candidates who are familiar with commercial insurance, carrier portals, quoting, or Applied Epic are especially encouraged to apply. Responsibilities Handle incoming client phone calls and emails and provide timely follow-up. Process policy changes, endorsements, cancellations, reinstatements, and other service requests. Review policy information and assist with identifying missing information or outstanding items. Prepare and assist with insurance quotations, proposals, applications, and binding documents. Gather underwriting information and submit quote requests to insurance carriers. Assist with new business quoting, renewals, and remarketing as needed. Communicate with insurance carriers and underwriters regarding policy changes, quotes, underwriting requirements, and account questions. Accurately enter and maintain client and policy information in the agency management system. Follow up with clients and carriers to ensure outstanding items are completed promptly. Prepare certificates, evidence of insurance, and other insurance documentation as appropriate. Review documents for accuracy and completeness before processing. Maintain organized electronic client files and proper documentation of account activity. Research account questions and work independently to resolve routine issues. Work closely with other members of the service team and assist teammates when needed. Help maintain efficient workflows and identify issues that require additional attention or follow-up. Qualifications Property and casualty insurance agency experience preferred. Prior customer service or account servicing experience preferred. Mandarin Chinese/English bilingual ability preferred, but not required. Experience preparing insurance quotes or working with carrier portals is a strong plus. Commercial lines insurance experience is a strong plus. Applied Epic or other insurance agency management system experience is a plus. Strong attention to detail and accuracy. Strong written and verbal communication skills. Able to learn quickly, research information, and solve problems independently. Able to manage multiple tasks and priorities in a fast-paced environment. Organized, dependable, and able to follow through on assignments. Comfortable using computers, email, Microsoft Office, and web-based systems. Able to maintain confidentiality when handling client and company information. We are looking for someone who is hands-on, willing to learn, takes ownership of their work, and is comfortable working both independently and as part of a team.
Compensation Pay:
$18.00-$26.00 per hour Compensation will depend on the candidate's experience, insurance knowledge, skills, and qualifications. Work Location In person - Flushing, NY 11354 Candidates must be able to reliably commute to our Flushing office. How to Apply Please submit your resume through Indeed or email your resume to: Jenny Chan jenny.chan@oakmontinsure.com We look forward to reviewing your application. This job description is not intended to be all-inclusive. Responsibilities may change based on the ongoing needs of the organization.
Job Type:
Full-time Pay:
$18.00 - $26.00 per hour Expected hours: 40.0 per week Ability to
