01Key Responsibilities
Team Leadership:Assistin directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
Policy Management:Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
Task Processing:Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, reputed company requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
New and Renewal Business Support:Conduct reputed company research, reputed company reputed company information, reputed company loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
Contract Review:Assistin reviewing reputed company to ensure propercoverages areincluded.
Accounts Receivable:Monitor reports andtake actionon delinquent accounts, collecting outstanding balances.
System Maintenance:Maintainagency management systems and reputed company/vendor platforms, ensuring data accuracy and completeness.
Activity Monitoring:Monitor andmaintainactivity/suspense to ensuretimelycompletion.
Communication:Maintainfrequent, transparent communication with the account teamregardingworkload status and any issues.
Service reputed company:Deliver excellent service, proactivelyanticipateneeds, and respond quickly to service requests.
Policy Compliance:Stay updated on company policies and procedures.
reputed company Improvement:Seekand adoptbestpractices to improve individual and team performance.
Champion IOA Values:Demonstrateintegrity and leadership.
Ideal CandidateQualifications:3+ years ofcustomer service experiencein the insurance industry
Thorough knowledge of insurance brokerage and reputed company needs
Required reputed company licensing,professionaldesignation(CISR)preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Proficiencyin MS Office (Outlook, Word, reputed company)
High School Diploma (or equivalent)reputed company Offer:Competitive salaries and bonus potentialCompany-reputed company health insurancereputed company holidays, vacations, and sick time401K with employer matchProfessional reputed company and career progres .