Insurance Policy Specialist

2 weeks ago

Newport Beach, California, United States Jobot Full time

We are a stable, growing company that is looking to take the business to the next level.

To be successful in this role, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Responsibilities include:

  • Responding to client requests for certificates of insurance according to agency guidelines within 30 minutes of receipt
  • Processing renewal certificates of insurance at the direction of Account Manager
  • Data entry in the agency management system
  • Quoting and processing 'add on' agreements to existing finance agreements to premium finance company
  • Policy processing including pulling policies from websites and attaching them in the agency management system, checking policy for accuracy (comparing it to the proposal and agency management system) and handling corrections according to agency guidelines, transmitting policies electronically to clients or setting up policies in 3-ring binders (based on clients' preference) and mailing to clients
  • Processing all change requests including updating the Agency Management System with the request, notification to carrier of requested changes and verification of change endorsement for accuracy when received including all documentation required in the Activity generated by this change
  • Receiving, reviewing and documenting correspondence (phone, email, mail, fax, etc.) in the agency management system, according to agency guidelines
  • Reviewing Activity follow-up list on a daily basis and taking appropriate action
  • Assisting with the cancellation process according to agency guidelines
  • Assisting with the (potential) missed expiration report according to agency guidelines
  • Assisting with policy renewal process by obtaining Motor Vehicle Records, Loss Run reports from carriers and clients, preparing renewal exposure requests
  • Assisting with Voluntary Audits and Final Audits at the direction of Account Manager
  • Transacting agency bill items with Account Manager's instruction
  • Creating monthly reporting of Total Insurable Values from the agency management system, pre-invoicing adjustments, following up with clients until the report is received and paid, if clients advise corrections then adjusting the report and pre-invoice and resubmitting to clients for payment
  • Transmitting finalized monthly reported TIV to carrier
  • Setting follow-up for the next month's report

This role requires strong organizational skills, attention to detail, and effective communication skills.

The ideal candidate will have prior experience in the insurance industry, specifically in commercial lines, and hold a valid Property & Casualty Insurance License. Proficiency in Word and Excel is also essential. The candidate should be able to work independently and as part of a team to achieve department goals and overall company objectives. Positive customer service skills and the ability to maintain confidentiality are also required.

This is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and have a strong desire to grow with our company.

Estimated salary: $55,000 - $75,000 per year

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