Top 9 Investment associate Jobs in New Orleans La

Associate Underwriter
LAMMICO —Metairie, LA
- $60,100 - $67,590 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
Wealth Management Client Associate
Bank of America —New Orleans, LA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Associate, Market Engagement Lead - Community Impact & Investment (New Orleans)
Information Technology Senior Management Forum —New Orleans, LA
- $87,700 - $100,100 a year
- Email
- Military
- Mid-level
- Office
- Health insurance
5h
Private Wealth Management Registered Client Service Associate
Morgan Stanley —New Orleans, LA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
6d

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Associate Underwriter

LAMMICO -
Metairie, LA

Quick Apply

Job Details

Full-time
$60,100 - $67,590 a year
11 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Referral program

Qualifications

Confidential information handling
Spreadsheets
In-person customer service
Property & Casualty License
Bachelor's degree
Risk assessment
Productivity software
Technical Proficiency
Data warehouse
Data extraction

Full Job Description

Position Summary:
Assesses risk and processes requests within defined authority limits. Maintains, issues and quotes new and renewal policies and tail coverages; central contact responsible for handling phone inquiries from policyholders; responsible for providing back up for system and application processes and maintenance. Works closely with Marketing, Claims, and Finance and Risk Management departments to resolve policyholder issues.

Reporting Relationship:
Reports directly to the Insurance Operations Support Assistant Manager with oversite from the Insurance Operations Support Manager and technical direction from the Director of Underwriting.

Essential Functions/Responsibilities:

Works in a cooperative manner with management, coworkers, customers, and vendors; seeks to support LAMMICO’s mission and vision in daily operations
Meets assigned target dates and objectives; helps ensure that department quality, service, and productivity standards are met
Answers phone inquiries and screens calls for referral to the Underwriters, Marketing, Agency, and Risk Management; includes handling routine requests for service, coverage and non-coverage questions and billing questions
Rates professional and general liability insurance coverage including estimated quotes for changes or new business
Responsible for evaluation and underwriting of new and renewal individual Miscellaneous Healthcare Providers medical professional liability insurance coverages; issues new business policies; performs quality review; services book of business
Evaluates risk and processes premium and non-premium bearing endorsements (examples include but are not limited to part-time coverage, locum tenens, corporate entity coverage, extended reporting endorsements and address change endorsements)
Resolves discrepancies on renewal policies
Upon instructions from underwriter, produces mid-term endorsements and invoices; performs quality review and issues new business policies
Performs initial review and follow-up on Renewal Applications and generates requests for additional information as needed
Generates formal tail quote letters to policyholders
Process refunds and handle void check process
Provides assistance to Business Analyst for data reporting requirements, data integrity processing system/ application processing and maintenance needs
Responsible for invoice quality assurance; create manual invoices as needed; conducts open Accounts Receivable research and management including follow up on Overdue Process
Handles correspondence to and from policyholders; responds to phone inquiries; provides consultation and advice to insureds
Respond to PCF inquiries for discrepancies and requested documentation
Responsible for contacting Marketing when physician cancels or moves their coverage to other policies
Set up CIS records for corporations or as needed for other risk types
Researches past due accounts receivable items and reconciles accounting issues, including premium finance issues.
Responsible for contacting premium finance company regarding PFAs, any discrepancies and following up on notices of cancellation for payment; issue policy cancellations and set up refunds accordingly
Complete all CE requirements for maintenance of P&C
Attend quarterly JRA committee meetings for professional development

Secondary Functions/Responsibilities:

Other responsibilities and special projects as assigned
Provides intra and inter departmental training assistance and training on the Underwriting module of the
core operating system as well as the CIS record module
Acts as back-up to Policyholder Support Reps on individual policy review procedure as needed

Education, Experience and Skills:

Required:

Ability to provide service and deal with demanding customers in a fast paced environment
Ability to adapt and learn new procedures
Ability to handle multiple tasks in an orderly and timely fashion
Ability to access the data warehouse to extract reports and required information
Data processing knowledge and experience, including Microsoft Word and Excel
Experience with policy quoting, rating and issuance systems, (consideration will be given to existing LAMMICO employees who have demonstrated the ability to perform the role)
Strong customer focus and team orientation
Ability to appropriately handle confidential or sensitive company information
Excellent communication skills with the ability to interact and work effectively with employees at all levels
within the organization
Ability to manage time, set priorities and work independently
Proficiency in the use of Microsoft Office Programs

Desired:

College degree or equivalent work experience
Active P&C license, or in the process of obtaining; license must be obtained within 60 days from date of hire
Insurance industry experience
Experience with medical malpractice rating and issuance systems

Job Type: Full-time

Pay: $60,100.00 - $67,590.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance

Education:

Bachelor's (Preferred)

License/Certification:

P&C License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in new orleans la

Associate Underwriter

Wealth Management Client Associate

Senior Associate, Market Engagement Lead - Community Impact & Investment (New Orleans)

Private Wealth Management Registered Client Service Associate

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