Insurance Technician (Remote)

One80

2d • $18 - $18 • Remote

About The Position

The Pearl Insurance Solutions (PIS) Technician provides technical insurance support to the Underwriters, Sales Representatives, Customer Service 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. 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. Participates in monthly team meetings and provides feedback on process improvements. Successful Candidates Will Have: Provides technical insurance support to the Underwriters, Sales Representatives, Customer Service Representatives, and clients by performing the following duties.

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).

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.
• 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.
• Participates in monthly team meetings and provides feedback on process improvements.

What This Job Offers

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