Insurance Technician - Veterinary-Focused (Remote)
About The Position
The AVMA Technician provides technical insurance support to the Account Coordinators, Sales Representatives, Customer Service Representatives, Client Relations Representatives, and clients by performing the following duties. Your Impact: Maintains and updates log of all renewal PIS 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 PIS 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 PIS 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.
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 PIS 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 PIS 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 PIS 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
- Great Place To Work® Certification™
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
