Minimum 3 years insurance administration experience
Broker license required for client-facing activities
Proficiency in policy administration systems and crm
This role requires managing and verifying proof of insurance processes with a heightened emphasis on superior client service coverage for complex client programs
Job Summary
This role requires managing and verifying proof of insurance processes with a heightened emphasis on superior client service coverage for complex client programs.
The position mandates holding a broker license as part of the performing authority for client-facing activities and policy verification where applicable.
During the first three months, the expectation is to be in the office five days a week, transitioning to a hybrid schedule of three days in-office thereafter.
Matching Summary
This role requires managing and verifying proof of insurance processes with a heightened emphasis on superior client service coverage for complex client programs.
Skills & Requirements
Must-have
Minimum 3 years insurance administration experience
Broker license required for client-facing activities
Proficiency in policy administration systems and CRM
Exceptional written and verbal communication skills
Ability to manage high-volume COI requests
Nice-to-have
Proactive anticipation of client and broker needs
Experience interfacing with lenders and project requirements
Knowledge of ACORD certification or forms
Track record of improving client service metrics
Empathetic explanation of complex insurance concepts
Key Requirements
Bachelor's degree preferred
Minimum 3 years experience in insurance administration