Insurance Service Coordinator

Job Responsibilities

• Check new business applications for rating and information accuracy.
• Ensure that new business documentation is complete and obtained in a timely manner.
• Verify compliance with internal rules and guidelines through review of policy information, applications, systems, phone calls, or additional methods.
• Coverage of compliance with established policy and organization guidelines.
• Coverage of coordination with management to ensure adherence to policies.
• Address new business rating and information errors and ensure corrections are made prior to completing the policy in the system.
• Adhere to attendance standards and follow assigned schedule.
• Support the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.

Experience & Skills

• 1 - 3 years prior experience in sales, customer service, and/or quality assurance preferred.
• Moderate knowledge of Microsoft Office software including, Word and Excel.
• Moderate proficiency in data entry required.
• Training in CA Auto, Home, Umbrella and Watercraft products preferred.
• Knowledge of HUON, MACS, and PORTAL systems preferred.

Benefits

• Health coverage for medical, dental, vision.
• 401(K) saving plans with company match AND Pension.
• Tuition assistance.
• Floating holidays and PTO for community volunteer programs.
• Paid parental leave.
• Wellness programs.
• Employee discounts (membership, insurance, travel, entertainment, services and more!)