Insurance Associate

Essential Duties & Functions

• Pending all binders coming through the imaging binder queue to meet service level standards.
• Clearance of submissions in Bridge and/or PAS.
• Issuance of policies in Bridge, vertafore or Docucorp for the various lines of business in a timely and accurate manner.
• Issuance of endorsements in Bridge, Verafore or Docucorp for the various lines of business in a timely and accurate manner.
• Booking of all policies in the underwriting policy queue to meet service level standards.
• Booking of all endorsements in the underwriting endorsement queue to meet service level standards.
• Checking all assigned coded policies from the Omni Gen System within 5 business days of assignment, routing or correcting same as needed, within 5 business days of date the item is assigned.
• Participation in the training of the staff in all aspects of the various tasks and lines of business to ensure redundancy throughout the unit.
• Participation in the documentation of processes and flows to ensure accuracy and availability to the DSG home office and field office personnel.
• Review of all reports ensuring priorities are addressed immediately.
• Sending requests to agent for missing valid surplus lines numbers for the individual risks to be able to book and meet the required state regulations.
• Review all items assigned in the Omni Gen system and resolving, routing or ending the items as needed.
• Generation of Problem forms for transactions that have issues prohibiting issuance or booking.
• Demonstrated ability to interact with Actuarial, Claims, Field Operations, Loss Control, Premium Audit, Systems and Underwriting to improve the functional effectiveness of the personnel/organization through continuous process improvement.
• Compiling the required documentation for certified policy requests and obtaining the needed signatures and notarization.

Qualifications

• High school diploma
• Strong organizational skills, excellent verbal, and written communication skills
• Ability to work effectively and advise business leaders and staff as a general resource for training issues
• Flexibility in moving effectively between tasks and priorities
• Able to work both individually and as a team
• A positive attitude, with a sense of urgency directed toward the design or creative solutions
• Insurance background in rating, data entry and policy issuance preferred