Job title: Property & Casualty Representative I
Department: Property & Casualty
Reports to: Property & Casualty Insurance Director
Vice President: Business Development
Nature of Work in this Position: The primary responsibility of this position is to provide information and give assistance to include but not limited to personal home / automobile / home & auto insurance coverage needs to new and/or existing customers by using basic knowledge of insurance policy issuing procedures within the company underwriting guidelines.
Illustrative Examples of Work:
- Conducts courtesy calls to customers for renewal.
- Reviews, prepare quotations and processes new or renewal policies.
- Obtains signature on required documentation, issue payment agreement, prepare payment routing slip, and generate insurance cards.
- Inputs new or renewal polices and endorsements into the AS400 system.
- Print and sorts policies and endorsements for distribution.
- Provides policies and endorsements to financial institutions.
- Sends out member notices, policies and endorsements.
- Assists customers with inquiries to include the processing of claims.
- Gather, review and prepares payroll authorization / cancellation forms and bank drafts for financial institutions.
- Files personal records of insurance transactions and maintain policy file folders.
- Relabel, create file folders, and files policies.
- Maintains member contact for renewals.
- Performs related duties as required. (Related duties are duties that may not be specifically listed in the class specification or position description, but that are within the general occupational series and responsibility level typically associated with the employee’s class of work.)
Knowledge / Skills / Abilities:
- Significant organizational skills.
- Strong verbal and written communication.
- Attention to detail and quality focused.
- Ability to multi-task and manage time efficiently.
- Ability to prepare routine letters and other correspondences.
- Ability to meet report / project deadlines.
- Ability to meet company attendance and punctuality requirements.
Minimum Experience and Training:
Any combination of education and experience providing the required skill and knowledge for successful performance would be qualifying. Typical qualifications would be equivalent to:
- A high school diploma or equivalent;
- Minimum one (1) year of clerical work experience involving public contact
- Minimum one (1) year of insurance or related work experience
- Proficient in the use of Microsoft Office (Excel, Word, PowerPoint, Outlook) and
- Computer literate (Windows).
Note: This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required by their supervisor.
This job entails access to PHI / ePHI data. Any personally identifiable health information, including genetic and demographic data, collected from an individual by a covered entity. This includes information related to an individual's past, present, or future physical or mental health, healthcare provision, or payment. PHI includes information like the patient's name or other identifiable data. It excludes information in education records and employment records held by a covered entity. PHI also excludes information related to individuals who have been deceased for more than 50 years. The hired individual is expected to maintain policies and procedures to ensure compliance with HIPPAA regulations in handling PHI/ePHI data.
Pay: $11.19 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
