Process lost policy release forms; transmit correspondence to insured and carriers
Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
Process endorsement requests and secure pricing from carrier if needed
Manage account documentation including ERM 14 forms; send documentation to insured and follow up to ensure it was received and submitted to the carrier
Maintain follow-up system with insurance carriers to ensure requests are processed timely
Furnish underwriters with additional information as requested
Pursue a program for personal and professional development
Perform other specific duties and projects as assigned by management
Provide support to the MAPS team
Daily management of the agency interface system (download) and ensure all transactions are matched so revenue is recorded accurately by month end
Requirements
1-2 years of insurance experience
Property/Casualty License or willingness to sit for exam within 1st year of hire date
High school diploma required, though college degree is preferred
Well organized with an aptitude for details
Strong oral and written communication skills
Strong work ethic
Understand and analyze insurance coverages, forms, and policies
Basic knowledge of Microsoft Office, especially Microsoft Excel
EPIC experience preferred
Benefits
Medical/dental/vision/life insurance
401k matching program
Health Savings Account funding
Voluntary insurance options
Generous time-off policies
Work/life balance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.