PRODUCTION ASSISTANT

 full time position. Pay is hourly and based on experience

JOB DESCRIPTION:

 Prepare and print client paperwork for upcoming appointments & pull files
 Place appointment reminder calls
 Log information about each client call into Hubspot
 Maintain agent’s calendar
 Greet in office clients with enthusiasm and take detailed notes of communication
 Facilitate all client requests such as: claims, billing, emails
 Take property pictures as needed
 Upload documents to underwriting
 Docusign necessary forms to clients
 Sort and distribute mail
 Create shopping list for office supplies
 Create and label new life and p&c files
 File
 Complete change forms
 Create appointment follow-up letters
 Interact with banks to provide EOI
 Prepare quotes on a 24 hr turnaround
 Run client reports
 Prepare p&c applications and complete with clients
 Answer phone