CISA Surplus Lines Operations Specialist
About The Position
Chubb Insurance Solutions Agency, CISA, is a Chubb-owned agency licensed in all 50 states. CISA provides managed access to Chubb for agents who do not have a full appointment and administers other innovative programs designed to efficiently obtain business through non-traditional distribution methods. CISA distributes a wide variety of middle market products, including Property & Casualty, Management & Professional Liability, as well as Accident & Health. CISA is one of Chubb’s largest and fastest growing distributors. The agency serves as a platform for innovative ideas in the areas of remote & digital marketing, alliance sales, and unique distribution challenges. Chubb Insurance Solutions Agency (CISA) is embarking on an expansion plan to our business development team which will allow us to bring industry-leading products to a larger number of independent agents across the country. At CISA, you’ll be part of a dedicated team that values innovation, collaboration, and professional growth. We foster a supportive work environment where your contributions will make a meaningful impact. If you’re ready to advance your career and help us deliver exceptional service to our agents and clients, we encourage you to apply!
Requirements
- Experience and Proficiency using Microsoft Office Suite
- Excellent organizational and time management skills
- Ability to work independently in a fast-paced team environment, adjusting to changing priorities.
- Excellent oral and written communication skills
Responsibilities
- Surplus Lines Agency Bill invoicing, creating invoices, follow up, and research needed to ensure payments have been made
- Surplus Lines client creation in two agency management systems, ensure all documents are attached and appropriate notes are entered.
- Keep track of quarterly installments, ensuring each bill goes out correctly and on time.
- Management of the Surplus Lines email box, distributing emails to underwriting, account executives or PRS operations
- Researching agent codes and contact information on all renewals
- Request new surplus lines codes, if needed
- Apply critical thinking and decision-making skills to achieve service goals.
- Respond to agents/customer requests.
- Ability to anticipate customer needs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
