Processing Assistant

1 month ago

Saint Petersburg, United States Brown And Brown Full time

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary:

To handle the policy processing once approved and underwritten by Account Executive by performing the following duties:

Essential Duties and Functions: include the following. Other duties may be assigned.

  • Book and enter accounts into the PIPs system database, including new business, renewals, endorsements, cancellations, and direct bill carrier statements
  • Order inspections
  • Process carrier issued policies, endorsements, and cancellations, apply required stamps, email policies to agents, saving all docs to PIPS
  • Work with Account Executives and Renewal Underwriters, ensuring that all required information is obtained, and policies are issued promptly and accurately.
  • Responsible for correcting by endorsement any errors made when issuing the policy and then sending endorsement to agent
  • Responsible for keeping their policy binding, endorsement, and cancellation queues
  • Work closely with Account Executives to ensure all policy processing requests are underwritten before issuance
  • Process notices by state requirements based on provided reports and email to agent

Competencies:

  • Become thoroughly familiar with all internal and carrier systems relating to your position.
  • Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
  • Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas, and exhibits willingness to try new things.
  • Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
  • Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
  • Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
  • Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
  • Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
  • Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

  • Minimum education or prior job experience- High School Diploma or General Education Degree (GED); or one-year related experience and/or training; or equivalent combination of education and experience.
  • Proficient with MS Office
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality

#LI-AK1

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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