Support Program Management team in the review and evaluation of new business, renewal submissions and audits. Work with brokers regarding any outstanding and/or incomplete new business and renewal submission activity. Support member development activities by tracking activity in company CRM system.
EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalency in a related discipline and at least two (2) years of experience in the insurance industry.
SKILLS/COMPETENCIES REQUIREMENTS:
- Communicating effectively within the Captive Support Team and with the Program Management Team to ensure deadlines are met and the proper information is obtained
- Ability to work independently and communicate activities/outcome with team
- Responsive to assignments and communication on status
- Strong technical aptitude including a high proficiency in Microsoft Office
- Understand company required information systems
- Excellent written and verbal communication skills
- Organization; planning and prioritization skills
- Strong analytical skills; problem solving and judgment
- Intellectual curiosity to build an in-depth understanding of insurance and risk management
- Commitment to meeting customer service demands
- Positive attitude and commitment to support business culture
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Review, prepare and submit documents for new and renewal business and audits.
- Accountable for ensuring information is complete and accurate
- Communicates with various stakeholders and members to ensure that submissions are reviewed effectively
- Adhere to the various service level agreements for new business, renewals and audits
- Responsible for invoicing of captive premium
- Provide superior customer service to clients, brokers, fronting companies, and various service providers
- Assure company systems are accurate and up-to-date
- Commitment to company values
PRIORITIES: Accuracy, Timeliness, Broker-Service Provider-Client Relationships, Positive Team Attitude