Support Program Management team in the review and evaluation of underwriting information, actuarial reports, and premium collections. Work with Program Management team in responding to member, broker, and service provider requests. Support member development activities by tracking activity in company CRM system and supporting production of proposals.
EDUCATION AND EXPERIENCE:
Bachelor’s Degree or equivalency in a related discipline and at least two (2) years of experience in the insurance industry.
SKILLS/COMPETENCIES REQUIREMENTS:
- Collaboration – research assignments and validate actions
- Ability to work independently and communicate activities/outcome with team
- Responsive to assignments and communication on status
- Excellent written and verbal communication skills
- Comfortable making presentations to groups
- Organization; planning and prioritization skills
- Strong analytical skills; problem solving and judgment
- Intellectual curiosity to build an in-depth understanding of insurance and risk management
- Solid understanding of finance and accounting principles
- Commitment to meeting customer service demands
- Positive attitude and commitment to support business culture
- Proficiency in working with Adobe Acrobat and Microsoft Office applications, especially Excel
- Learn and understand company specific IS programs
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Review, prepare and submit documents for new and renewal business
- Accountable for creation and preparation of proposals
- Support for one to three Program Managers.
- Responsible for invoicing, collections, and reconciliation of captive premium
- Provide superior customer service to clients, brokers, fronting companies, various service providers
- Support captive membership with answering their questions
- Assist in the preparation of captive financial documents
- Create and maintain captive reports
- Assure company systems are accurate and up-to-date
- Commitment to company values
PRIORITIES:
Accuracy, Timeliness, Broker-Service Provider-Client Relationships, Positive Team Attitude
