US Insurance Processor | WFH | Commercial Lines Req

Job Description

Follow up outstanding documentation from Producers/Agents

Provide comparative quoting (new and renewal) based on existing data (claims history, current details) and present to Producers/Agents via set templates

Prepare and issue policy documents (COI, wordings, COC etc.)

Entering renewal and new business accounts into the system (invoicing)

Preparing and issuing monthly renewals

Obtain renewal terms from carrier platforms and apply to set templates to present to Producers/Agents, noting previous years terms, mid-term alterations and/or claims history

Obtain renewal invitations and information from clients as necessary/requested

Obtain quotes within compliance/ability level as requested/required (no client advice)

Prepare necessary client documentation

Data processing in Agency Management System: including to keep clients' files updated & record payments made and received

Manage Endorsements and Cancellations

Other tasks as requested/necessary

Requirements

Qualifications

Expert in MS Office tools

3-5 years Insurance experience

U.S. Insurance Agency experience

Hawksoft AMS experience (Nice to Have)

Industries:Outsourcing/Offshoring

Function: Others