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Form of workJob Description
Overview:
KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities.
Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation.
KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life.
- Maintain Agent Carrier Portals and Retrieve Statements and Invoices
- Responsible for Assisting with all Cash Applications into the Applied Management System pertaining to the Premium Trust on Agency Bill and Direct Bill.
- Wires, Checks, Epay payments.
- Assist with Credit References
- Input Direct Bill Billing
- Assist with Agency Billing
- Reconcile Direct Bill, collecting on Direct Bill past due commissions, researching and handling billing adjustments.
- Assist with Agency Bill Premium Collections, 30/60/90 Day.
- Retrieve all Return Premiums for Carriers and Wholesale Brokers
- Assist with Premium Financing
- Assist with Month End Accounting Statements to all insureds.
- Handle incoming emails and attachments.
- Assist with Discrepancies with Carriers and Wholesalers and Insured’s
- Assist with Ivan’s download commissions into the Applied System
- Assist with all Carrier Statements and Payables pertaining to Agency Bill.
- Assist with Distribution of Notice of Cancellations.
- Follow all Agency Service Fee Agreements
- Input and do cash application pertaining to Life and Health.
- Must have agency experience and Knowledge of Tam or Epic Management Systems.
- Have 2-5 years agency experience is a plus.
- Excellent time management and be able to work as a team and work closely with Management. Excel and Strong MS office skills are required.
- Task Management and strong accounting background. Room for growth.
Benefits:
- Incentive for New Business Accounts
- Health, Dental, Vision and Life Insurance Benefits
- 401(k) Plan
- 20 Days of PTO
- 9 Holidays
- Hybrid Work Schedule after 90-day probation period
Qualifications & Requirements:
- Experience in a similar position at a retail brokerage or agency required.
- Applied Epic experience highly preferred
Kore Insurance Holdings, LLC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Kore makes hiring decisions based solely on qualifications, merit, and business needs at the time.
