Insurance Technician – Service Center
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Job Description
Service Center Technician providing technical insurance support for One80 Intermediaries. Managing renewals and communication with carriers in a remote role.
Responsibilities:
- Maintains and updates log of all renewal Service Center business within the team in the respective system: Quote Tracker and Synergy CRM.
- Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of Service Center policies.
- Determine proper renewal tract with carriers to each policyholder.
- Handles communication with insurance carriers throughout the renewal process.
- Creates Pearl branded quote documents and payment instructions for all Service Center renewals.
- Reviews and processes money mail orders for renewal business (checks for accuracy and completeness).
- Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary.
- Issues policies and processes invoices to ensure payments to carriers are on time and in full.
- Provides mid-term servicing of policies, including cancellations, reinstatements, and endorsements.
- Facilitates communication with carriers regarding policy and coverage questions during and after the renewal process.
- Participates in monthly team meetings and provides feedback on process improvements.
Requirements:
- High school diploma or general education degree (GED).
- 1-3 months related experience and/or training; or equivalent combination of education and experience.
- Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23).
- Knowledge of Microsoft Office products required.
- Experience in the veterinary industry preferred
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