Insurance Associate
Insurance Associate
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$ 34700 - 64600
1 Vacancy
Job Description
Company:
Description:
Department: Business Insurance
Status: NonExempt
Summary
Provide support for Client Administrators in servicing all lines of Business Insurance insurance in accordance with departmental objectives and procedures.
Essential Duties & Responsibilities
- Assist Client Administrator in providing service to accounts as additional experience knowledge and familiarity with processes and procedures of file maintenance and daytoday tasks is achieved.
- Process client invoices endorsements certificates binders coverage policies finance agreements and audits.
- Ordering and reviewing loss run and claim status reports.
- Documenting client files regarding action items follow up of outstanding issues and completed tasks.
- Complete applications as needed.
- Create certificate notebooks.
- Managing expiration lists.
- Process incoming mail to include policies endorsements invoices loss control reports and Loss Runs.
- Verify items needed to check incoming policies are available in ImageRight prior to providing the policy to the Client Administrator.
- Set up original policies in binders.
- Draft a Summary of Insurance for the Client Administrator to review.
- Verify that Endorsements are accurate prepare the invoice transmit a signed copy to the client and close the corresponding diary entry in ImageRight.
- File monthly installment and direct bill invoices loss runs and loss control reports.
- Assist Client Administrator in handling business after the sale has been made and preparing for the marketing of renewal business.
- Set up marketing folders and renewal workflow schedules.
- Set up renewal policy files in ImageRight.
- Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
- Become proficient in the use of technology systems software and tools such as ImageRight Bar Coding and Scanning used to perform duties.
- Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
- A bachelors degree or ability to receive the degree within two to three months or a minimum of 12 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
- Obtain and maintain a valid unrestricted California Fire & Casualty Solicitors License.
- Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
- Proficient with Microsoft Office software (Word Excel and Outlook).
- Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
Work Environment & Physical Demands
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines and telephones.
- Work is performed in a typical interior/office work environment.
The applicable base salary range for this role is $40200 to $74900. 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 casebycase basis. In addition to the base salary this position may be eligible for performancebased incentives.
#LIDNI
The applicable base salary range for this role is $34700 to $64600.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 casebycase basis. In addition to the base salary this position may be eligible for performancebased 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.Required Experience:
IC
Employment Type
Full-Time
