Insurance Operations Support Specialist
1 day ago
Risk Advisor Assistant Job Summary
This is a critical role that requires exceptional support to one of our experienced Risk Advisors, ensuring the smooth operation of daily insurance tasks and activities.
Job Responsibilities:- Provide dedicated support to a Risk Advisor in managing day-to-day insurance operations, client documentation, and coordination tasks.
- Assist in preparing insurance quotations, proposals, and renewal documents for clients.
- Process and input data accurately into web-based insurance systems, CRMs, and editable PDFs.
- Maintain and update client records and policy information within the CRM system.
- Prepare and issue certificates of insurance upon request.
- Gather and organize client data to prepare insurance policy applications and supporting documentation.
- Familiarity with managing billing processes with both clients and insurance carriers is required.
- Organize and track outstanding documentation, including policy subjectivities and compliance requirements.
- Draft and send professional communications to clients, insurers, and other stakeholders on behalf of the Risk Advisor.
- Prior experience in the insurance industry (agency, brokerage, or carrier).
- Knowledge of insurance terminology and processes.
- Experience working with insurance management systems or CRMs.
- Able to follow detailed instructions.
- Commitment to accuracy and quality.
- Strong work ethic and reliability.
- Proactive, reliable, and comfortable working closely with one Risk Advisor in a support-focused role.
- Excitement to learn insurance concepts and go above and beyond.
About the Opportunity
We are seeking highly skilled individuals who can provide dedicated support to our team members and contribute to the success of our organization.
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