Play a critical role in the efficient functioning of a unique insurance company. This team is more than your average insurance guy, they are true partners and advisors to their clients.  Match this customer focused mindset, bring your knowledge of insurance processes and your ability to handle administrative responsibilities that will all contribute to the company’s success.

If you love a variety of challenges, learning new skills, working hard and being rewarded for it, and are ready to leave the old insurance industry behind…this could be the job for you!

Responsibilities

• Top of Form
• Review and process insurance applications and policy endorsements.
• Maintain accurate policyholder records and update policy information as needed.
• Generate and distribute policy documents, including certificates of insurance.
• Assist underwriters in gathering and verifying applicant information.
• Perform risk assessments and data analysis to support underwriting decisions.
• Receive and document insurance claims from policyholders or agents.
• Verify claim information and coverage details.
• Collaborate with claims adjusters to process and settle claims efficiently.
• Maintain databases and electronic filing systems for policy and claim records.
• Ensure data accuracy and compliance with regulatory requirements.
• Retrieve and provide requested information to internal teams and external auditors.
• Respond to inquiries from policyholders, agents, and other stakeholders.
• Address customer requests and resolve administrative issues.
• Process premium payments, endorsements, and cancellations.
• Reconcile financial transactions and assist with accounting functions.
• Stay updated with industry regulations and compliance requirements.
• Assist in ensuring the company’s adherence to legal and regulatory guidelines.
• Generate reports on policyholder data, claims statistics, and other relevant metrics.
• Assist in analyzing data to identify trends and areas for improvement.

Ideal Experience

• Bachelor’s degree in business, finance, or a related field (an insurance-related degree is a plus).
• Proven experience in insurance account management or a related role.
• Attention to detail and excellent organizational skills.
• Proficiency in using insurance software, Microsoft Office Suite and Epic.
• Knowledge of insurance policies, procedures, and regulations.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

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