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