- Administration of a proprietary database
- Assist in maintaining membership database, mailing lists, and other information
- Run reports and furnish them to appropriate parties, as needed
- Assist in peer review quality control process of client correspondence
- Track agreements/contracts and follow-up as appropriate
- Maintenance and distribution of policy information to clients
- Assist with electronic renewals
- Assist in processing endorsements for exposure changes and coverage line changes in database
- Assist in preparing new and renewal coverage comparison proposals
- Assist with renewal coverage and deductible options
- Enter underwriting information, suspense and follow-up
- Process cancellation notices for member non-payments
- Issue Auto ID Cards, Certificates and Evidence of Coverage documents as requested
- File and maintain electronic records
- Compile experience rating worksheets
- Copying, scanning, sorting, assembling and mailing of documents as needed
- Assist with special projects as needed
- Other duties as assigned
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Commercial Service Representative/ Underwriting Su - Lake Oswego, United States - McGriff Insurance Services, LLC
3 weeks ago
Description
Insurance Commercial Service Representative / Underwriting Team SupportMcGriff Insurance Services, LLC is a national leader in the insurance consulting industry.
We are looking for an entry-level Team Support/Client Service Representative for our Public Entity Insurance Pool group in our Lake Oswego, Oregon office.
The ideal candidate should have a Bachelor's degree and be eager to work and possess a combination of refined writing and communication skills, business acumen, mathematical skills, and proficiency in office software.
Entry-Level Administrative Support Position Summary:
Work with a team of fifteen (15), in an office of 45, to achieve efficient and effective communication, and provide outstanding client support to members and prospects of a property and casualty insurance program administered by McGriff.
Duties Include but Are Not Limited To:
Database Maintenance (30%)
Preferred Qualifications:
Bachelor's degree or equivalent work experience
Ability to take initiatives and transform ideas and projects into specific workflows
Demonstrated success prioritizing work and multi-task skills in a fast-paced environment
Strong communication skills to promptly respond to internal and external requests
Must pass required state insurance licensing exam within 6 to 12 months
Continuing education to obtain professional designations to advance career
What You Get:
Remote work available; we currently work from home and occasionally return to office for special projects
Employer-sponsored continuing education to pursue industry license and designations
Solid benefits package including medical, dental, vision, disability, and life insurance with robust wellness programs
Two weeks of paid vacation, eleven paid holidays including a floating holiday, a mental wellness day, and opportunity for time off for community service
Up to 4% 401k match at 100% after one year anniversary
Eligible for annual bonus