About The Position
Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs. Prepare and review client communications and deliverables. Manage certificate of insurance process, if necessary. Prepare, process, and distribute endorsements and invoices. Monitor and resolve billing discrepancies and perform reconciliations. Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc. Execute consistent and accurate database and document management processes and workflows. Coordinate and own the renewal process workflow for successful, timely execution.
Requirements
- Minimum of 2 years in a comparable and/or relevant work environment is required.
- Minimum of 1 year of Insurance brokerage experience is required.
- Solid communication skills: writing and presentation preparation.
- Excellent telephone etiquette and customer service.
- Ability to be resourceful, take initiative, and work independently to solve problems.
- Works well with others in a fast paced environment and be responsive to co-workers and colleagues.
- Adaptability and flexibility to respond to client and team needs.
- Strong time management skills.
- Ability to learn and adopt and train use of technology systems and software applications.
- Ability to review internal/external deliverables to ensure accuracy.
Nice To Haves
- Commercial insurance experience is preferred.
- Property and Casualty License (preferred or completed within 3 months of start date)
Responsibilities
- Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
- Prepare and review client communications and deliverables.
- Manage certificate of insurance process, if necessary.
- Prepare, process, and distribute endorsements and invoices.
- Monitor and resolve billing discrepancies and perform reconciliations.
- Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc.
- Execute consistent and accurate database and document management processes and workflows.
- Coordinate and own the renewal process workflow for successful, timely execution.
Benefits
- Mental health/emotional wellbeing (including Employee Assistance Program)
- Medical (including prescription drug coverage and fertility benefits)
- Dental
- Vision
- Health Savings Account
- Commuter Accounts
- Health Care and Dependent Care Flexible Spending Accounts
- Company-paid life insurance
- Supplemental life insurance
- AD&D
- Group accident
- Group critical illness
- Group legal
- Identity theft protection
- Wellbeing program
- Adoption assistance
- Surrogacy assistance
- Auto/home insurance
- Pet insurance
- Other work/life resources
- Paid Holidays
- Annual Paid Time Off (includes state/local paid leave where required)
- Short-Term Disability
- Long-Term Disability
- Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
- Paid Time Off (only included for Washington roles)
- Qualified contributory pension plan (if eligible)
- 401(k) plan with annual nonelective company contribution.
- Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
