Insurance Technician - Service Center (Remote)

One80 • Remote - Illinois, IL

1d • Remote

About The Position

The Service Center Technician provides technical insurance support to the Account Coordinators, Sales Representatives, Customer Service Representatives, Client Relations Representatives, and clients. This role involves maintaining and updating renewal business logs, sending renewal solicitations, determining proper renewal tracts with carriers, handling communication with insurance carriers, creating quote documents and payment instructions, processing money mail orders, sorting and distributing mail, issuing policies, processing invoices, and providing mid-term policy servicing. The technician also facilitates communication with carriers regarding policy and coverage questions and participates in process improvement feedback during monthly team meetings.

Requirements

• High school diploma or general education degree (GED).
• 1-3 months related experience and/or training; or equivalent combination of education and experience.
• Knowledge of Microsoft Office products required.

Nice To Haves

• Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23).
• Experience in the veterinary industry preferred.

Responsibilities

• Maintains and updates log of all renewal Service Center business within the team in the respective system: Quote Tracker and Synergy CRM.
• Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of Service Center policies.
• Determine proper renewal tract with carriers to each policyholder.
• Handles communication with insurance carriers throughout the renewal process.
• Creates Pearl branded quote documents and payment instructions for all Service Center renewals.
• Reviews and processes money mail orders for renewal business (checks for accuracy and completeness).
• Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary.
• Issues policies and processes invoices to ensure payments to carriers are on time and in full.
• Provides mid-term servicing of policies, including cancellations, reinstatements, and endorsements.
• Facilitates communication with carriers regarding policy and coverage questions during and after the renewal process.
• Participates in monthly team meetings and provides feedback on process improvements.

Benefits

• Equal opportunity workplace
• Commitment to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED