Insurance Technician (Remote) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Risk Strategies Company · 12 hours ago

Insurance Technician (Remote)

Risk Strategies Company is part of a global insurance distribution platform, One80 Intermediaries, which specializes in wholesale brokerage and specialty insurance. The Insurance Technician provides technical support to underwriters and clients, managing renewals and ensuring timely communication with insurance carriers.

ConsultingFinanceFinancial ServicesInsuranceInsurTech

Responsibilities

Maintains and updates log of all renewal PIS business within the team in the respective system: Quote Tracker and Synergy CRM
Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies
Handles communication with insurance carriers throughout the renewal process
Creates Pearl branded quote documents and payment instructions for all PIS renewals
Reviews and processes money mail orders for renewal business (checks for accuracy and completeness)
Sorts mail, indexes scanned mail, and distributes to appropriate underwriter if necessary
Issues policies and processes invoices to ensure payments to carriers are on time and in full
Participates in monthly team meetings and provides feedback on process improvements

Qualification

Insurance knowledgeQuote TrackerSynergy CRMMicrosoft OfficeCommunication skills

Required

High school diploma or general education degree (GED)
1-3 months related experience and/or training; or equivalent combination of education and experience
Knowledge of Microsoft Office products required

Preferred

Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23)

Company

Risk Strategies Company

twittertwittertwitter
company-logo
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.

Funding

Current Stage
Late Stage
Total Funding
unknown
2015-10-07Acquired

Leadership Team

leader-logo
Jeff M. Clinkscales
SVP, West Region Private Client Leader
linkedin
leader-logo
Lawrence Hartley
Senior Vice President
linkedin
Company data provided by crunchbase