IDEAL CANDIDATE QUALIFICATIONS:

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  3+ years of customer service experience in the insurance industry
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  Thorough knowledge of insurance brokerage and client needs
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  Required active licensing, professional designation (CISR) preferred
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  Strong analytical, problem-solving, and decision-making skills
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  Exceptional customer service, communication, multitasking, and organizational skills
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  Proficiency in MS Office (Outlook, Word, Excel)
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  High School Diploma (or equivalent)

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  Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
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  Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
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  Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
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  New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
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  Contract Review: Assist in reviewing contracts to ensure proper coverages are included.
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  Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
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  System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
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  Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
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  Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
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  Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
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  Policy Compliance: Stay updated on company policies and procedures.
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  Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
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  Champion IOA Values: Demonstrate integrity and leadership.