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Surplus Lines Operations Specialist
2 months ago
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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