SUMMARY

This individual compiles data and performs routine clerical and technical insurance related tasks and supports multiple teams within U.S. Risk through a shared environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Clears new business
• Order loss runs
• Prepares worksheets for policies and endorsements.
• Prepares submissions as instructed by the Broker/UW
• Reviews policies and endorsements prior to issuance
• Order inspections
• Solicits renewals and sets up ImageRight files 90 days out
• Handles Premium Finance Notices
• Follow up on subjectivities and renewals
• Special projects
• Obtain general knowledge of insurance accounting system, ImageRight and AIM.
• Makes the supervisor aware of all problems, complaints, or deadlines.
• Responsible for special projects and assignments as assigned by supervisor or department manager.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Associate's degree (A. A.) or equivalent from two-year college or technical school; or minimum of six months related experience and/or training; or equivalent combination of education and experience.

Must demonstrate an aptitude to obtain knowledge of the insurance coverages/contracts being brokered.

HARDWARE and SOFTWARE SKILLS

Must have PC skills and intermediate knowledge of all Microsoft office software (Microsoft Word, Excel, and PowerPoint) Knowledge of AIM and/or ImageRight software is a plus.