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The role involves the processing of new and renewal business, maintaining policy data, and handling member inquiries. The position is offering a salary of $60,000-$70,000 + full, rich benefits, and a hybrid work schedule.
Job Responsibility:
Manage and validate data for contacts in the underwriting system and customer relations management system
Perform data entry tasks for new business, renewal, and mid-year policy changes
prepare mid-year policy endorsements
Maintain electronic member and policy files, and related data for new business and renewal policies
Coordinate with underwriters to prepare and send renewal memos and other member communications
Work closely with other members of the underwriting group on renewal efforts, specifically online insurance applications, renewal worksheets, and process management
Update, maintain, and prepare all policy documents for issuance and publication on website and member-specific portals
Collaborate with member firms to provide Confirmations and Certificates of Insurance (COIs) and respond to other member inquiries
Prepare correspondence, memoranda, charts, and project materials
distribute communications (emails, reports, etc.) to appropriate parties
Maintain various underwriting reports and maintain and update underwriting guidelines as needed
Undertake any other duties as assigned
Requirements:
Minimum of 3 years of experience as an Administrative Assistant or in a similar role, preferably in the insurance industry
Proficiency in Microsoft Office Suite including Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Microsoft Outlook
Demonstrated skills in data entry and email correspondence
Bachelor's Degree strongly preferred
Familiarity with the insurance industry, including understanding of insurance companies, insurance plans, insurance policies, and liability insurance
Ability to perform data entry tasks with accuracy and efficiency
Knowledge of insurance planning and ability to liaise with insurance companies effectively
What we offer:
Full, rich benefits
Medical, vision, dental, and life and disability insurance
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