Insurance Billing/Collections Assistant II
WashU IT
Commercial Lines Account Manager – Small Business
Cross Insurance
full-time
Posted on:
Location Type: Office
Location: Manchester • New Hampshire • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Understand the daily business operations and basic exposures of our customers
- Prepare, monitor and process renewals in accordance with agency procedures
- Follow-up with underwriters for the timely receipt of quotes and respond to underwriter requests
- Prepare renewal summaries and proposals as needed
- Produce binders for clients when policies not received and deliver to insured by effective date
- Facilitate audit disputes
- Pursue prompt payment of agency bill invoices and request cancellation of policy when payments are not received per Cross guidelines
- Daily account servicing: assist clients, request and process policy changes, verify accuracy of policy documents
- Complete CL Checklist and create new policy issuance/quote/renewal instructions (Bind Order)
- Facilitate and monitor invoicing, monthly statements, payments and premium finance agreements
- Maintain monthly reports including suspense, unbilled premiums, expiration lists
Requirements
- 1 or more years' Experience
- Property & Casualty Insurance License
- Can provide an Analysis of Coverage
- Knowledge of industry information, carrier products and property/casualty insurance coverages
- Ability to set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions
- Ability to maintain a cordial and professional relationship with clients, co-workers, companies, vendors and other business contacts
- Attain CE credits as necessary for licensing
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
policy processingrenewal managementquote analysisaccount servicinginvoicingpremium finance agreementspolicy issuanceaudit facilitationdocument verificationclient proposals
Soft skills
prioritizationworkflow managementprofessional relationship managementcommunicationcustomer servicetimelinessaccuracyproblem-solvingcollaborationattention to detail
Certifications
Property & Casualty Insurance LicenseContinuing Education (CE) credits
