Policy Retention Associate - Insurance MGA

Responsibilities

• Issue policy cancellation notices per state guidelines
• Follow-up on cancellation/reinstatement notices with necessary parties
• Handle calls from agents, underwriters, carriers and finance companies
• High level of e-mail
• Accurately review premiums, endorsements, and finance-related documents
• Request endorsements and verify details (Effective dates and Premiums)
• Process PFA (Premium Finance Agreement) Notices
• Issue cancellation and reinstatement endorsements

Requirements

• High School Diploma or General Education Diploma (G.E.D.)
• Prior experience handling financial information or monetary transactions is required
• Experience in Policy Retention or Customer Service preferred but not required
• Excellent attention to detail
• Excellent organization skills
• Strong comfortability working with numbers; Prior accounting experience
• Strong customer orientation, excellent interpersonal and communication skills
• Team player with a commitment to company values

Benefits

• Paid Time Off
• 10 Paid Holidays
• 401(k) with company match
• Medical, Dental, & Vision insurance
• Supplemental benefits including company paid long-term disability and life insurance