Job Description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Specializes in the processing and underwriting support of accounts and exposures.

Essential Duties and Functions: include the following. Other duties may be assigned.

• Issue & assemble policies

• Mass Mailings to subscribers

• Maintain subscriber contact information

• Account maintenance

• Preparation & rating of new business accounts / renewals

• Respond to telephone inquiries

• Maintain client files

• Process endorsements, certificates of insurance & invoicing

• Issue policies

Competencies:

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.

• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• Minimum education required – High School.

• Proficient with MS Office Suite

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality

Preferred

• Associate or bachelor’s degree in business or financial related discipline

• Notary

• License or Designation

Pay Range

18.00 - 20.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.