Sales Development Representative
CivicPlus
Underwriting and Claims Assistant
Trucordia
full-time
Posted on:
Origin: • 🇺🇸 United States • Montana
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 30% - Financial underwriting collections for renewal, mid-term, red flag, and interval accounts; including further underwriting follow up, and customer service notifications. Financial underwriting collections on claims accounts as experience allows.
- 40% - Assist Underwriting management in various projects and collateral notifications, including but not limited to sufficiency project, se/ee/tib projects, ILOC non-renewals, ILOC release requests, ILOC cancellation notices. Assist Claims management in handling of bond claims notifications and processes.
- 25% - Pre-Screen new business, bond modifications, and claims accounts.
- 5% - Research & Administrative duties
Requirements
- Strong communication skills; ability to communicate clearly and build client relationships effectively by e-mail and telephone.
- Exceptional customer service skills.
- Ability to communicate and contribute effectively as a team member.
- Willingness and ability to research and problem solve
- Ability to quickly become knowledgeable about the international trade industry and TRG products and services
- Ability to be extremely detail-oriented, maintain accuracy, and meet deadlines while working in a fast-paced team environment
- High level of comfort and competency using standard PC and basic software programs, including Outlook e-mail and INFOR CRM
- Ability to be professionally assertive and hold people to deadlines
- Ability to take initiative and be accountable for work without frequent supervision: take ownership for quality and timeliness of work, and be self-motivated to follow through as needed
- Ability to work while maintaining a high degree of confidentiality; position requires high level of personal integrity and trustworthiness
