Job Description
This role supports the Underwriting Team by preparing new and renewal business files, ensuring accurate documentation and timely data input. It involves maintaining strong relationships with brokers, regional sales executives, and clients, while tracking requests and payments to prevent cancellations. The candidate will process certificates of insurance and loss history requests within 48 hours. They will collaborate with Finance and Underwriting to manage overdue invoices and communicate billing details to insureds. Responsibilities also include generating reports for Underwriting and Business Development, handling project-based tasks, and responding to correspondence from external parties. The role requires professional communication skills and participation in training Associate Policyholder Service Specialists. Key competencies include customer service, phone acumen for handling coverage inquiries, and understanding insurance policy documents. Additional tasks involve accurate data entry, preparing policy packets, and running scheduled system reports.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Underwriting Assistant or Insurance Agency Account Manager experience
Medical Professional Liability Insurance or Healthcare Experience
Understanding of insurance information systems (underwriting, billing, etc.) preferred
Holds P&C license
Excellent time management skills and ability to prioritize work
Attention to detail and problem-solving skills
Strong organization skills and ability to multi-task and work independently
Nice to Have Skills & Experience
Bachelors Degree
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.