Responsibilities:
CL/PL Processor
- Issue Certificates and Auto ID Cards
- Make general changes to client information within the EPIC system
- Add/Delete: Vehicles, Drivers, Equipment
- Review Policies for accuracy and to ensure all pieces are accounted for
- Input Direct Bill Entries into Epic for Account Managers to review
- Follow up with clients and insurance companies regarding items relevant to insurance products (e.g. outstanding A/R, copies of policies, endorsements, etc.)
- Work within the EPIC system to attach documents to accounts
Office Manager
- Answer and transfer phones both internally and to outer offices
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries
- Sort and scan mail into EPIC system as needed
- Process checks/payments as needed
- Meeting organization and coordination as needed
- Order office materials and supplies as needed for all offices
- Keep a current record of staff members' locations and availability
Education, Experience and Skills
- Strong computer knowledge and skills including experience with Microsoft Office programs
- Possesses excellent organizational skills, is detail oriented, problem solver, and self-starter
- Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
- Ability to perform multiple tasks in a complex working environment accurately and proficiently
- Preferred experience within the Insurance industry, specifically Property and Casualty field
- Preferred experience working within the EPIC system
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
