Insurance Support Representative
About The Position
The Insurance Support Representative is responsible for providing quality customer service, processing customer requests and transactions, and reviewing policies for accuracy prior to completion. Maintain documentation, log daily activities and transactions in management system, and follow-up on open suspense to keep current within Company guidelines. Provide administrative support to help meet department and Company goals. Please note that while this role is an entry level position to support the insurance businesses, there are several paths for career advancement for those who are interested.
Requirements
- High School diploma or equivalent experience required
- Excellent communication skills, both written and verbal; comfortable interacting with customers, co-workers and management
- Proficient with Microsoft Office Suite: Word, Excel, Outlook and PowerPoint
- Strong organizational skills; ability to prioritize work and meet strict deadlines
- Attention to detail a must; skilled in filing both electronic and hard copy documentation
- Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
- Must be able to repetitively use a telephone and computer mouse and keyboard.
- Ability to lift/move up to 15 lbs.
Nice To Haves
- 2 years of experience in insurance environment preferred
- Knowledge of underwriting insurance coverages and insurance management systems a plus
Responsibilities
- Maintain documentation of daily activities and transactions; process insurance transactions including: payments, renewals, invoices, endorsements, reinstatements and tasks assigned within guidelines.
- Process change requests including cancellations, policy and premium corrections from error reports, any insurance proof of coverage and transaction changes to carriers for processing as assigned within guidelines. Perform claim reporting and handling.
- Process auto identification cards, certificates, premium collection, payments to insurance carriers, and document payments in insurance management system as assigned within guidelines; conduct research as appropriate.
- Receive public and answer questions (as permitted by NYS Department of Insurance) in person, by telephone, or via email – referring customers to Support Professionals as appropriate; provide consistent, outstanding customer service by anticipating and reacting to customer needs.
- File documents manually and electronically based on established criteria; prepare correspondence and reports in timely and accurate manner to meet department goals and objectives.
- Prepare premium quotations and proposals using a combination of knowledge/experience, available comparative rating tools and carrier quoting systems for data.
- Perform vehicle inspections; act as liaison between client and carrier to insure claims are handled in timely manner.
Benefits
- Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
- Medical, Dental, and Vision Insurance and Flexible Spending Plan
- Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
- Education and Tuition Reimbursement
- Employee Assistance Program for our employees and their immediate family members
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
