About the role
- Answer phones, chats, and emails to solve customer service issues, questions, or concerns
- Research policy payment history
- Create and issue new and renewal insurance policies and invoices
- Obtain and organize documentation required by states and/or carriers
- Process and issue endorsements and invoices when applicable
- Process cancellations and invoices when applicable
- Issue notices of cancelation and non-renewals in accordance with state specific guidelines
- Solve and/or correct agency request discrepancies or processing errors
- Evaluate documentation and information to determine compliance with regulations or standards
- Handle confidential information with tact and discretion
- Partner with other departments, agents, and carriers to resolve issues and address needs
- Follow Standard Operating Procedures for all tasks performed and provide feedback to Leads and Supervisor for revisions
- Reflect a positive attitude toward others
- Cross train with peers and other departments
Requirements
- High School diploma or equivalent
- Aptitude to learn multiple computer systems
- Aptitude to learn a large volume of insurance underwriting concepts
- Proficiency with Microsoft Office Package (Excel, Word, Outlook)
- Ability to work independently or in a team environment to achieve common goals
- Knowledge of data processing capabilities and procedures
- Ability to demonstrate, understand, and apply department values: communication, accuracy, reliability, and excellence
- Typing 50+ wpm preferred
- Excellent communication skills, both written and verbal
- Associate degree or higher preferred (optional)
- 1+ year of experience in customer service or related field (optional)
- General knowledge of standard insurance concepts, underwriting practices, and procedures preferred (optional)
- Experience using the Salesforce platform preferred (optional)
- 2-20 General Lines Agent License
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more
- Enrollment waiting periods or eligibility criteria may apply to certain benefits
- Benefit details and offerings may vary for subsidiary entities or in specific geographic locations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance underwriting conceptsdata processing capabilitiestyping 50+ wpmMicrosoft Office PackageExcelWordOutlook
Soft skills
communicationaccuracyreliabilityexcellencepositive attitudeindependent workteamwork
Certifications
2-20 General Lines Agent License