Insurance Associate

Business Insurance Support Specialist

Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities

• Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
• Mail :
• Process new mail
• Mail monthly installment invoices to clients
• Policies :
• Prepare policy for policy checking by :
• Confirming all necessary documents are in file
• Creating policy checking request form
• Sending task to policy checkers
• When checked policy is returned, if no errors, process the policy to the client
• If errors, process policy to client once CA / CM has addressed the errors or requested that the policy be sent pending review
• Endorsements :
• Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction
• If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner
• Follow-up with Carriers / Wholesalers for completion of endorsements
• Bill as necessary within agency defined timeline as outlined in procedures
• Cancellations / Reinstatements :
• File and prepare for CA / CM. Update task to note policy with cancellation date
• Certificates :
• Complete daily cert requests
• Date off holders
• Sagitta :
• Add new prospects and clients
• Update policy data
• Issue auto ID cards
• Create applications
• Manage the set up and use of the teams iPads
• Create schedules of insurance as requested
• Handle special projects as requested. With more experience, assist in the processing of final audits
• Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta
• Establish and maintain positive and effective working relations with other associates and clients

Education and / or Experience

Work Environment & Physical Demands