Main tasks we need help with:
- Answering the phone & screening calls.
- Issuing basic certificates.
- Issuing ID cards.
- Taking claim calls.
- Auditing policies.
- Making basic endorsements to the policy like updating addresses & updating contact information on AMS.
To perform all the above, the new employee would need to learn to navigate AMS and client Efile screens, look up information on Blues Clues guide and company applications folder.
Adding Drivers is another task that we need help with but requires to learn and sometimes research each company’s driver guideline, plus often close follow up is necessary.Minimum Education and Experience