
Risk Management Professional
1 week ago
The Insurance Specialist is responsible for processing and managing insurance policy applications, endorsements, renewals, certificates, and cancellations.
Key Responsibilities:- Policy Processing: Ensure all required information and documentation are complete and accurate for new insurance policy applications.
- Policy Endorsements, Renewals, Cancellations: Handle endorsements, renewals, and cancellations promptly and efficiently.
- Compliance: Review policy applications for adherence to company standards and regulatory requirements.
- Maintain accurate and organized client files and policy records to ensure seamless access and retrieval.
- Ensure all policy documentation is properly scanned, filed, and stored in a secure manner.
- Generate and distribute policy documents to clients and relevant parties as needed.
- Enter policy information into the insurance management system accurately and efficiently to minimize errors.
- Verify data for accuracy and completeness, making corrections as needed to maintain data integrity.
- Update and maintain client and policy information in the database to reflect current status.
- Assist clients with inquiries related to policy status, coverage details, and billing to provide excellent customer service.
- Provide support to the customer service team by supplying necessary policy information to facilitate efficient issue resolution.
- Communicate with clients, agents, underwriters, and other stakeholders to resolve issues and address concerns.
- Prior experience in commercial and personal lines property and casualty insurance processing is highly desirable.
- Familiarity with insurance software such as Applied Epic, AMS 360, EZ Lynx, and CRM systems to leverage technology effectively.
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