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North Liberty

    Insurance Portfolio Manager - North Liberty, IA, United States - GreenState Credit Union

    GreenState Credit Union
    GreenState Credit Union North Liberty, IA, United States

    4 weeks ago

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    Description
    The Insurance Portfolio Manager works closely with the Licensed Insurance Agents (LIA), Producers, CSRs, and Insurance Processor.

    The primary duties of the Insurance Portfolio Manager include providing information and answers to questions regarding GreenState Insurance products and services, especially when existing policies are at risk; This position is responsible for improving policy retention and adding policies to current book of business.

    Secondary duties include providing accurate, timely and professional service to all members and staff of GreenState in daily transactions, member service, and sales support.


    We do this by putting immense value into our employees, members and communities.

    We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

    Pay range for this hourly position is $26.Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.

    # Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements.
    # Updates policy information as needed and requests exceptions, if necessary, from underwriting.
    # Does a policy review for current customers at renewal and each service contact and sells and recommends enhanced coverage, increased limits and counsel's customers regarding coverage gaps.
    # Writes additional lines of business for current clients to include but not limits to auto, home, renters, umbrella, and life insurance policies.
    # Rerates policies with premium increases using the rater, verifies eligibility and underwriting information and decides which company to place the policies with. Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business at least 30 days prior to renewal. Handles client telephone calls – process changes as requested, gather information in order to obtain a quote, provide advice regarding insurance products and services, submit claims, advice about claims process and eligibility and handle escalated calls.
    # Processes change requests sent by producers and LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions.
    # Processes payments with the companies and accurately transacts in management system, making sure accounting reconciles at the end of the month.
    # Researches and resolves billing questions/discrepancies. Contacts customers and mortgage companies regarding late pay notices. Collects the late premium and contacts the insurance carrier to ask for an extension, if needed, and prevents the policies from cancelling.
    # Works closely with Senior Account Managers, Account Managers, Licensed Insurance Agents, and other Customer Service Representatives in the processing of client documents.
    # Documents all material conversations with insured and/or carriers regarding exposures, coverage and advice given.
    # Updates carrier phone lists and contact information.
    # Maintains communication of E&O requirements with insurance carriers.
    # Sends binders of insurance for the Producers/LIA's as needed.
    # insurance experience is preferred.
    # Self-directed nature, ability to work independent of supervision, and ability to follow directions.
    # Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption.
    # Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs.
    # Ability to coordinate and prioritize large, detailed project requirements and schedules. Property and Casualty Insurance licenses are required for the position. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
    #
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