Under supervision provide technical Underwriting and administrative support for less complex assigned National Accounts while adhering to published National service standards.
Lines of coverage: Workers Compensation, General Liability, Auto Liability.
Program Structures: Loss Sensitive/ Guaranteed Cost
MAJOR DUTIES & RESPONSIBILITIES:
Assist in Pre renewal strategy discussion on all assigned renewals. Clear Accounts. Review renewal & new business submissions for completeness. Reach out to broker for missing information in tandem with Underwriter
Send renewal letters to brokers for upcoming accounts, request policy numbers.
Identify proper forms and endorsements used in go forward renewal policy construction in tandem with Underwriter.
Complete and submit accurate Rating instructions for workers ’compensation, general liability, and automobile liability lines of business to processing center. Review for accuracy.
Process Auto UM/UIM forms, Auto DMV reporting, Auto Filings, Auto Certificates or Proofs of Coverage.
Process WC Posting notices, WC Certificates or Proofs of Coverage, Workers Compensation CAT & Industrial Aircraft models
Pull and save audits. Complete comparisons Year over year with various tools.
Pull Non-Renewal Notices and Save to file
Follow up for missing information and process and submit policy issuance instructions on behalf of Underwriter for both Domestic and incidental Foreign Casualty. Interface with processing center to ensure all questions addressed to ensure proper quality work product. Review policies upon receipt for accuracy, submit corrections and ensure policy delivery to brokers.
Mail off Notices of elections to specific States.
Submit endorsement requests to processing center.
Process WC Bureau Criticisms and submit endorsements requests as needed. Work closely with States and internal and external trading partners to bring about conclusion in a timely fashion particularly if fine bearing.
Maintain service standards for all above transactions by timely response to broker requests and timely receipt of underwriting information.
Communicate with all levels of employees to include, but not limited to, producers and internal personnel to confirm or obtain data needed for policy issuance and servicing.
Properly document all files within established due dates. Ability to effectively manage, organize and prioritize multiple tasks.
High school diploma or equivalent.
Strong data entry and Proficient computer skills in Microsoft Excel including pivot tables, formatting tables, and working with Minor formulas within Excel. Proficient in Other MS Suite of products like MS Outlook and MS Word.
Preferably 1-3 years of insurance experience in a National account setting with beginner to Intermediate level understanding of insurance terminology and utilization of various systems (example: Silver Plume, NCCI, ISO, and IRMI).
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