Job Order Detail

Description

Job purpose
This Internal role works side-by-side with a team of insurance professionals to provide administrative support. This is done through the processing, reviewing and distribution of Insurance documentation while gaining technical knowledge of insurance principles and concepts, and building a network of colleagues for ongoing information and support.

Duties and responsibilities

Processes and manages accounts in accordance with agency standards.
Maintains client files on EPIC & Policy Works and performs transactions to include updating Policy Works, transacting policy renewals, endorsements, etc
Prepare and distribute Commercial and Agro policy documentation to our valued clients.
Aged Receivable Support
Generate Certificates of Insurance through Policy Works.
May be required to provide general administrative support to the unit including opening and distributing courier mail, preparing outgoing mail.
Review on control reports such as Policies without Transactions, Service Summary Rows not Issued, Policies not Invoiced, and Duplicate Download.
Other duties as assigned
  
Skills and Qualifications

Effective oral and written communication and relationship building skills essential.  
Proficiency with Microsoft Office products.
Exceptional time management and organization skills.  
Must be a self-starter and demonstrate resourcefulness  
HS diploma or equivalent required.
Requirement of Level 2 Insurance License