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Surplus Lines Operations Specialist

2 months ago

Readington Township, United States TSR Consulting Services, Inc. Full time

Our client, an established insurance company is in search of a Surplus Lines Operations Specialist to join their team in Readington Township, NJ on a W2 contract.


Job ID 79703


We provide managed access for agents who do not have a full appointment and administer other innovative programs designed to efficiently obtain business through non-traditional distribution methods. We distribute a wide variety of middle market products, including Property & Casualty, Management & Professional Liability, as well as Accident & Health. The agency serves as a platform for innovative ideas in the areas of remote & digital marketing, alliance sales, and unique distribution challenges.

Job Responsibilities:

Surplus Lines Agency Bill support:

• 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.

Surplus Lines Administrative Support

• 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

Group Personal Excess Support:

• Review GPE mailbox and distribute as appropriate.

• Send annual GPE certificates to policy participants.

• Work in PayPal to create invoices and send to individual participants.

• Deposit GPE checks

• Email GPE renewal offers.

• Customer Service Support:

• Invoices must be completed within 4 hours of being received

• Creation of new clients should be completed within one business day

• The GPE box should be managed on a daily basis

• Apply critical thinking and decision-making skills


Skills:

• Experience and Proficiency using Microsoft Office Suite

• Pivot tables, Vlook-up, Formulas, Data Entry

• Word- templates and the ability to create templates

• Managing multiple email boxes in Outlook

• 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

• Ability to anticipate customer needs.


Experience/Education:

• 2 Year College associate degree

• Equivalent job experience - Strong time management, initiative, exceptional follow-up and follow-through skills, and keen attention to detail.

• Extensive experience of 5-7 years in a corporate setting.

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