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Policy Service Representative

2 months ago


Laguna Niguel, United States Ironwood Brokers & Insurance Marketing Full time
Job DescriptionJob Description

Policy Services works to provide support and service to existing and expired insurance policies. Under the direction of management, the support staff will be responsible for reviewing and processing daily correspondence and policy service requests received from brokers, carriers and MGA’s via telephone, mail and e-mail. Additionally, support services will assist with other office responsibilities as needed.

Duties include but are not limited to:

-Responsible for scanning, imaging and disbursing daily correspondence between carriers and producers

-Process cancellations and reinstatements according to company workflows

-Administer the Policy Service, Nexsure and Info Inboxes sending out for all requests such as loss runs and endorsements as requested, and attaching correspondence to our agency management system accordingly

-Process broker fee and deposit checks according to company workflows

-Manage Policy Follow Up, Endorsement, Loss Runs, Final Audits and other daily activities in Nexsure

-Communicate effectively between our carriers and producers providing stellar customer service on existing and expired policies

-Order office supplies on a monthly basis, or as needed

-Back-up receptionist and field calls accordingly

-Manage projects as assigned and provide office backup

Requirements:

-To become proficient in Nexsure and Ironwood standards and procedures

 

 

Company DescriptionIronwood Brokers & Insurance Marketing is an insurance wholesaler specializing in Workers Compensation and Commercial Lines insurance products. Ironwood is available to licensed retail insurance brokers nationwide with a main focus on California.

We work for you and strive to provide quick and accurate quotes. Our experience and high standards for customer service are making us a leader in the industry. Ironwood is uniquely positioned to provide insurance solutions by the unmatched financial strength and expertise of our Insurance Carriers. We focus on middle market and large risk cases.

Ironwood Brokers & Insurance Marketing is located in Laguna Niguel, California and was founded with a commitment to provide the highest level of service and competitive products for independent insurance agencies and brokers. Our dedication and focus is to provide products, tools and resources for the independent agent/broker while delivering a level of service that is expected and strengthens our bond with our clients.Company DescriptionIronwood Brokers & Insurance Marketing is an insurance wholesaler specializing in Workers Compensation and Commercial Lines insurance products. Ironwood is available to licensed retail insurance brokers nationwide with a main focus on California.\r
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We work for you and strive to provide quick and accurate quotes. Our experience and high standards for customer service are making us a leader in the industry. Ironwood is uniquely positioned to provide insurance solutions by the unmatched financial strength and expertise of our Insurance Carriers. We focus on middle market and large risk cases.\r
\r
Ironwood Brokers & Insurance Marketing is located in Laguna Niguel, California and was founded with a commitment to provide the highest level of service and competitive products for independent insurance agencies and brokers. Our dedication and focus is to provide products, tools and resources for the independent agent/broker while delivering a level of service that is expected and strengthens our bond with our clients.