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Work under limited supervision to deliver daily administrative and technical support for assigned insurance programs. Partner with Underwriters or Account Executives to coordinate underwriting and customer service activities, ensuring a high-quality client experience.
Job Responsibility:
Review and process new and renewal insurance applications accurately and efficiently
Support basic client servicing functions, including issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards
Prepare, review, and analyze technical documents to ensure information is complete and correct
Accurately enter and maintain records in policy management systems and files
Generate invoices and monitor receivables
assist in resolving accounting discrepancies as needed
Prepare premium finance agreements and oversee processing as required
Contribute to the creation of presentations for customers and prospective clients
Support the development and implementation of claims handling instructions and loss control initiatives
Order and track various reports (e.g., loss runs, MVRs), ensuring timely follow-up
Address or refer underwriters’ questions as appropriate
Requirements:
Minimum 2 years’ experience in the insurance industry
High school diploma or equivalent required
Proficient with Microsoft Office Suite
Comfortable working across multiple computer systems and using search tools to locate information
Strong analytical skills and keen attention to detail
Effective verbal, written, and interpersonal communication abilities
Excellent organizational, multitasking, and prioritization skills
Team-oriented with the ability to work across all organizational levels
Flexible and adaptable to shifting priorities and deadlines
Consistent adherence to company policies, procedures, and regulatory requirements