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Claims Specialist

• Investigate, analyze, and determine the extent of the insurance company's and policyholders’ liability concerning third-party damages and injury with full and final settlement in mind.
• Ensure that all assigned claims are resolved timely, reserved accurately, and handled fairly (and in compliance with state and company guidelines).
• Review litigated complaints for proper handling and develop legal strategies with counsel.
• Work with multiple attorneys and provide direction related to coverage, liability, and damages.
• Correspond and communicate with policyholders, agents, experts, and service providers to analyze loss information.
• Calculate damages payable under the policy and make payments after determining liability on claims.
• Evaluate and apply the insurance contract as it pertains to the resolution of claims.
• Create and maintain comprehensive claim handling notation in our electronic claims management system and other related applications.

CGL Claims Specialist, Liability & Casualty

Underwriter

• Prepare policy documentation for binding and issuance.
• Communicate with agents and underwriters regarding missing information, documentation, or notice-related questions.
• Track outstanding items and manage priorities to meet regulatory and underwriting deadlines.
• Assist with endorsements, cancellations, and non-renewals.
• Ensure accurate entry of underwriting and policy data upon binding.
• Maintain accurate electronic underwriting files.
• Support audits, carrier reviews, and compliance requests.
• Prepare, issue, and track regulatory Oden notices, including but not limited to: Non-renewal notices, Conditional renewal notices, Cancellation notices.
• Ensure all notices are issued in accordance with state specific timing and content.
• Collect required documentation and support the filing of Surplus Lines taxes and fees, when applicable, in accordance with state regulatory requirements and internal procedure.

Underwriting Assistant

Account Executive

• Serve as a primary inside sales contact for assigned independent insurance agencies.
• Execute outbound activity (calls, emails, virtual meetings) to promote carrier products, appetite, and sales initiatives.
• Drive new business submissions and bound premium through agent engagement and pipeline management.
• Promote cross-sell opportunities, multi-policy accounts, and new product launches.
• Support agents with quote generation, underwriting guidance, and pre-bind review (within authority).
• Partner with field territory managers to execute agency growth strategies and sales campaigns.
• Track agency performance, opportunity pipelines, and activity in Hubspot.
• Provide education on coverage, underwriting appetite, eligibility, pricing structure, and competitive position.
• Identify underperforming agencies and implement targeted engagement plans to increase production.
• Support onboarding and ramp-up of newly appointed agencies.
• Ensure all sales activities follow carrier underwriting guidelines, compliance requirements, and state regulations.
• Participate in sales meetings, training sessions, and performance reviews.

Inside Sales Representative – P&C Insurance

Customer Support

• Support our world-class customer experience team by fielding questions from agents and policyholders regarding policy and underwriting questions via phone, email, and chat.
• Utilize our Zendesk ticketing system to accurately find, examine, and troubleshoot inquiries from customers and agents.
• Processing endorsements and cancellations for our agents and policyholders.
• Other miscellaneous projects and administrative duties as needed.

Customer Experience Representative

Marketing

• Assist with the development/editing of marketing materials and collateral including white papers, Quick Reference Guides, and presentations.
• Ensuring brand guidelines are met.
• Organize and coordinate marketing promo items and events such as conferences, webinars, trade shows.
• Build and execute social media strategy and campaigns.
• Respond to and monitor marketing queries via phone, email, or social media.
• Assist in drafting responses to Google Business Reviews and BBB complaints.
• Write, proofread, and edit creative and technical content across different mediums (social media, website, email, blog posts, etc.).
• Provide miscellaneous administrative and project support to the marketing and sales team.

CGL Claims Specialist, Liability & Casualty

Underwriting Assistant

Inside Sales Representative – P&C Insurance

Customer Experience Representative

Marketing Associate