New Policy Coordinator processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests, calculating new premiums, issuing new policies and associated documentation. Being a New Policy Coordinator serves assigned accounts by responding to inquiries and resolving issues of concern. Requires an associate degree or its equivalent. Additionally, New Policy Coordinator typically reports to a supervisor or manager. The New Policy Coordinator possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Description
Position at Insurance Office of America
JOB SUMMARY :
Working under the direction of an Account Executive, or branch / team leadership, and following established industry and company guidelines, assists all branch / team personnel in narrowly defined sales tasks.
Meets all performance requirements regarding production and quality, ensuring that no errors or omissions occur. Supports the day to day quoting and issuing of commercial lines insurance for call-in clients, customer referrals, and company / agent referrals.
Capable of resolving low to moderately complex customer service problems. Responsible for devising creative solutions to meet client needs as to coverage and costs.
ESSENTIAL FUNCTIONS :
Actively gathers client information / data on the client to establish a client account in the data management system and / or rating system.
Inputs data into the agency management system
Primarily provides support for the New Business TeamSets up the New Business ChecklistEnters data, documentation.Sets up client account in the agency management system.
New Business follows up with : Underwriting Memos from carriersForm completions per carrier requestMakes calls to carriers to seek out possible markets for unusual risks per the Account Executive’s request.
Ensures all data entered is complete, clearly presented and well documented, accurate, and up to date.
Ensures that the account team is fully informed of workload status, questions and / or any errors, discrepancies or changes related to assigned duties and tasks.
NON-ESSENTIAL FUNCTIONS :
QUALIFICATIONS AND EXPERIENCE :
PHYSICAL DEMANDS :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Last updated : 2024-05-29