RESPONSIBILITIES:

• Enter/verify claim information and closures
• Obtain loss information from carriers and distribute to various departments and/or clients
• Complete claim courtesy contacts
• Assist Claims Advocates in day-to-day tasks as needed
• File various insurance/claim related documents
• Assist with claim monitoring/follow-up on assigned claims
• Complete claims suspense and download report
• Back up for road service claims
• Comply with organizational policies and procedures, including code of conduct and attendance policy

MINIMUM QUALIFICATIONS:

• High school diploma required; college degree or 2 years equivalent experience preferred
• Organizing and coordinating skills
• Ability to effectively prioritize work tasks
• Computer skills, including Microsoft Office Professional software, internet, email, and data entry
• Excellent communication skills, both verbal and written
• Ability to multitask and prioritize with numerous interruptions
• Ability to problem solve
• Ability to work with a diverse group of people and personality types
• Able to work independently with minimal supervision

MINIMUM PHYSICAL REQUIREMENTS:

• Ability to lift up to 10 pounds occasionally
• Ability to sit for extended periods of time
• Ability to complete repetitive small motor activity

WORK ENVIRONMENT:

• Normal office environment
• Occasional travel for meetings, company seminars, and client customer premises

REQUIRED EQUIPMENT:

• Working knowledge of Microsoft Office products such as Word, Excel, and Outlook.
• Experience in Epic Agency Management system or other similar system for client and policy file maintenance
• Office equipment including but not limited to telephone, fax machine, scanner, typewriter, copy machine, calculator, printers, etc.

RESPONSIBILITIES:

• Assist the Producer in gathering the necessary information regarding new/existing accounts and submits this information to the various carriers or assigned tech, to obtain proposals.
• Review the proposals received from the various carriers and make recommendations to the Producer, and then place these in a formal proposal presentation format through Code 64.
• Conduct client presentations in the absence of the Producer.
• Coordinate the workflow for the Producer between the internal staff, clients and insurance carriers.
• Effect changes in coverage as requested and needed by customer.
• Direct a smooth transition from one carrier to another carrier.
• Perform periodic service calls on all accounts and complete a report on a monthly basis.
• Update all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files.
• Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members.
• Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
• Handle or refer all requests by our clients.
• Act as a back up to the Producer with clients and carriers.
• Comply with organizational policies and procedures, including code of conduct and attendance policy and maintaining a positive attitude at all times.

MINIMUM QUALIFICATIONS:

• High school diploma required; college degree or 2 years equivalent experience preferred
• Life and Health license
• Organizing and coordinating skills
• Ability to effectively prioritize work tasks
• Computer skills, including Microsoft Office Professional software, internet, email, and data entry
• Excellent communication skills, both verbal and written
• Ability to multi task and prioritize with numerous interruptions
• Ability to problem solve
• Ability to work with a diverse group of people and personality types
• Able to work independently with minimal supervision

MINIMUM PHYSICAL REQUIREMENTS:

• Ability to lift up to 10 pounds occasionally
• Ability to sit for extended periods of time
• Ability to complete repetitive small motor activity

WORK ENVIRONMENT:

• Normal office environment
• Occasional travel for meetings, company seminars, and client customer premises

REQUIRED EQUIPMENT:

• Working knowledge of Microsoft Office products such as Word, Excel, and Outlook.
• Experience in Epic Agency Management system or other similar system for client and policy file maintenance
• Office equipment including but not limited to telephone, fax machine, typewriter, copy machine, calculator, printers, etc.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This description is not intended as a contract and is subject to change and revision.

RESPONSIBILITIES:

• Assist and educate clients regarding insurance coverage and exclusions, billing, and policies available by telephone, email, or visits to the agency
• Underwrite and place new accounts; round out current client portfolio
• Quote coverage with our carriers, issue new business, make changes to policies and obtain rates for additional coverage
• Take claim reports and submit internally for processing
• Maintain computer files on clients and detail activities regarding customer contact; maintain active records on company and insured activities
• Access carrier websites for issuing policy changes and new business
• Work with producers on new accounts or changes to existing accounts; keep producers fully informed of important activities on their accounts
• Review terminations and cancellations to determine action to be taken
• Process renewals and remarkets
• Handle premium payment transactions
• Comply with organizational policies and procedures, including code of conduct and attendance policy

QUALIFICATIONS:

• P&C License
• CISR or CIC Designation a plus
• Knowledge of insurance products and usage including rating procedures, coverages, and industry operations
• Ability to multi task and prioritize with numerous interruptions
• Intermediate computer skills – knowledge of word processing, spreadsheets, and emails required. Knowledge of Epic agency management system a plus. 

MINIMUM PHYSICAL REQUIREMENTS:

• Ability to lift up to 10 pounds occasionally
• Ability to sit for extended periods of time
• Ability to complete repetitive small motor activity
• Occasional travel for meetings, company seminars, and client customer premises

WORK ENVIRONMENT:

• Normal office environment
• High-pressured, fast-paced environment with significant telephone contact.

REQUIRED EQUIPMENT:

• Working knowledge of Microsoft Office products such as Word, Excel, and Outlook.
• Experience in Epic Agency Management system or other similar system for client and policy file maintenance
• Office equipment including but not limited to telephone, fax machine, typewriter, copy machine, calculator, printers, etc.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This description is not intended as a contract and is subject to change and revision.