Operations /Billing Admin-Surplus Lines

at  Robert Half

Summary: A leading insurance agency is seeking a Surplus Lines Operations Specialist for a 6-month contract. This role will support our innovative programs designed to efficiently obtain business through non-traditional distribution methods. The agency distributes a wide variety of middle market products including Property, Casualty, Management, Professional Liability, as well as Accident & Health. The position serves as a platform for innovative ideas in remote digital marketing, alliance sales, and unique distribution challenges.
Job Responsibilities:CISA Surplus Lines Agency Bill Support:
Surplus Lines Agency Bill invoicing: creating invoices, follow-up, and research to ensure payments are made.
Surplus Lines client creation in two agency management systems: ensure all documents are attached and appropriate notes are entered.
Track quarterly installments, ensuring each bill goes out correctly and on time.

SKILLS:

Experience and proficiency using Microsoft Office Suite.
Excel: pivot tables, VLOOKUP, formulas, data entry.
Word: templates and the ability to create templates.
Managing multiple email boxes in Outlook.
Excellent organizational and time management skills.
Ability to work independently in a fast-paced team environment, adjusting to changing priorities.
Excellent oral and written communication skills.
Ability to anticipate customer needs.

EXPERIENCE/EDUCATION:

2-year college associate degree.
Equivalent job experience: strong time management, initiative, exceptional follow-up and follow-through skills, and keen attention to detail.
Extensive experience of 5-7 years in a corporate setting.

Please refer the Job description for details