Responsibilities
- Process changes to the policies at the direction of the Client Manager, to be sent to the carrier
- Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Client Manager
- Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies;
ply with applicable insurance regulations
- May review policies received from carriers to ensure conformance to specifications / binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and / or check) endorsements and applications
- Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Client Manager
- May assist in updating client's loss history; collecting andpiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters
- May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Client Manager
- May rate and issuepany specific endorsements
- Conduct all business in accordance with established policies and procedures
- Other duties as assigned
Knowledge, Skills and Abilities
Required :
- High School Diploma or GED
- 1+ years inmercial lines insurance
- Ability to obtain Arizona Property / Casualty license upon hire
- Ability to effectivelymunicate, both written and verbally, to internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with clients, vendors and peers
- Ability to work independently and in cross-functional teams
- Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Job ID R 270559
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