Commercial Insurance Technical Assistant - Hub International Limited - Charlotte, NC

Commercial Insurance Technical Assistant - Hub International Limited - Charlotte, NC -
The Assistant is liable for aiding Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, insurance policies and procedures of the Firm.

Together with however not restricted to:
Purposes


billing


insurance policies


certificates of insurance


endorsements


invoices


proposals for brand spanking new and renewal accounts


change request


endorsements


audits


annual evaluations


cancellations


Prepares invoices, transmittals, ID playing cards, certificates of insurance, binders and cancellation types as required


Critiques and processes change requests within the company management system


Units- up and maintains new and renewal shopper information


Participates within the renewal preparation course of, together with producing renewal updates on accounts specified by the Producer or Account Supervisor


Offers high quality customer support to shoppers, staff members, and carriers


Evaluations insurance policies and endorsements for completeness and accuracy


Prepares insurance policies for supply to shoppers


Communicates with firm personnel relating to the shopper’s wants and/or points


Maintains an correct suspense system on all gadgets that require a response


Fields telephone calls from insureds relating to questions on their protection, modifications, additions, funds, cancellations and so forth.


Maintains full buyer information


Liable for scanning communications and paperwork


Enter/keep knowledge on account management system and ancillary methods as required


Present mailroom and switchboard help, when wanted


Required Expertise


Distinctive customer support expertise


Wonderful organizational, interpersonal, communication expertise


Confirmed capacity of working in a profitable workforce surroundings


Robust knowledge entry expertise


Means to train unbiased judgment


Proficient in Microsoft Phrase, Excel, Outlook, and web utilization


Required Expertise


A minimum of one yr of insurance expertise strongly most popular


Utilized Company Administration System expertise most popular however not required




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