Insurance Associate

Description :

Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities

• Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.Mail : Process New MailMail monthly installment invoices to clientsPolicies : Prepare policy for policy checking by : Confirming all necessary documents are in fileCreating policy checking request form.Sending task to policy checkersWhen checked policy is returned, if no errors, process the policy to the client.If errors, process policy to client once CA / CM has addressed the errors or requested that the policy be sent pending review. Endorsements : Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.Follow-up with Carriers / Wholesalers for completion of endorsements.Bill as necessary within agency defined timeline as outlined in procedures.Cancellations / ReinstatementsFile and Prepare for CA / CM. Update task to note policy with cancellation date.Certificates : Complete daily cert requestsDate off holdersSagitta : Add New Prospects and ClientsUpdate policy dataIssue Auto ID CardsCreate Applications
• Manage the set up and use of the teams iPads.
• Create Schedules of Insurance as requested
• Handle Special Projects as requested.With more experience, assist in the processing of Final Audits.
• Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.
• Establish and maintain positive and effective working relations with other Associates and clients.

Education and / or Experience

Work Environment & Physical Demands

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The applicable base salary range for this role is $40,200 to $74,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.