Job Summary:

• Process Incoming Applications and Premium Remittances.
• Consolidate and send applications and premium remittance details to the carriers.
• Consolidate and send renewal premium remittance details to the carriers.
• Log receipts and review policies from the carriers for errors and share issues with the applicable Account Manager for resolution.
• Send policies to agents/clients.
• Receive and log in Policy Delivery Receipts (PDRs)
• Process, print and mail Policy Termination letters to insureds and agents.
• Receive Policy Continuation correspondence (from insureds) and process for the carrier.
• Log policies that have been continued.
• Make changes in the system and email forms to the carriers.

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Organizational Skills (Soft Skills)
• Communication Skills (Soft Skills)
• Data Entry Proficiency (Hard Skills)
• Problem-Solving Abilities (Soft Skills)
• Knowledge of Insurance Processes (Hard Skills)
• Time Management (Soft Skills)
• Customer Service Orientation (Soft Skills)

Job Summary:

• Provide copies of confirmation letters to the Account Manager and/or electronically file/scan when received.
• Compare carrier lapse letters to coverage status in SWIFT- give letter to Account Manager if inconsistent.
• Enter customer premium payments into the system.
• Create deposit details for financial manager(s) to deposit checks into a Premium Trust Account.
• Providing the highest level of customer service
• Working both individually as well as with a team to meet deadlines
• Provide analysis for client-required reporting and in-house reporting to assist industry leaders in growing the business
• Act in the capacity of liaison with various departments and branches including Accounting, Compliance and Legal.
• Manage various administrative tasks relating to Accounts in support of.
• Maintain a high quality of written communication in an agreed style and format.
• Contribute to the continuous improvement of the Xero customer care service.

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Customer Service Skills (Soft Skills)
• Data Entry Proficiency (Hard Skills)
• Analytical Skills (Hard Skills)
• Communication Skills (Soft Skills)
• Teamwork and Collaboration (Soft Skills)
• Time Management (Soft Skills)
• Knowledge of Financial Processes (Hard Skills)

Job Summary:

• Managing the entire onboarding lifecycle
• Initiating background checks and paperwork
• Calling each candidate to go over the onboarding process
• Recording each call to the candidates in Bullhorn
• Ensuring and following up with each candidate to take drug test before the deadline
• Continuously checking in multiple systems for candidate progress updates
• Tracking all aspects of the onboarding process simultaneously and in real-time in an Excel spreadsheet
• Providing detailed updates throughout the day to the field
• Scheduling both remote Form I9 appointments and Apex Branch I9 appointments
• Processing Form I9s in eVerify
• Working in a fast-paced, very high-volume work environment

Skills on Resume: 

• Project Management Skills (Hard Skills)
• Communication Skills (Soft Skills)
• Attention to Detail (Hard Skills)
• Time Management (Soft Skills)
• Excel Proficiency (Hard Skills)
• Organizational Skills (Soft Skills)
• Multitasking Ability (Soft Skills)
• Knowledge of Employment Laws (Hard Skills)

Job Summary:

• Inform and update current clients, as well as provide supplementary assistance and aid when needed on internal systems
• Sending out instructional documents, conducting system tutorials (demos), etc.
• Assisting account managers with booking, hedging and advance actions requested by clients
• Track, monitor and follow up with logistics, proactively track shipments and transportation
• Being a direct liaison between brokers and clients by answering inquiries
• Contacting suppliers to gather feedback and conduct analyses, communicating findings to sales and marketing teams.
• Participate in the creation of an internal and external knowledge base
• Following up on service requests and immediately resolving complaints
• Handle incoming support communication through email, live chat, and direct lines
• Live lot tracking, proactively following the processing dashboard to avoid potential delays and/or issues.
• Organize and record client communications, such as emails, reports, and other data
• Update internal databases with account information
• Coordinate with internal teams to ensure proper pre-and-post-sales service.

Skills on Resume: 

• Client Communication (Soft Skills)
• Instructional Skills (Soft Skills)
• Problem-Solving (Soft Skills)
• Logistics Tracking (Hard Skills)
• Data Analysis (Hard Skills)
• Organization (Soft Skills)
• Technical Proficiency (Hard Skills)
• Coordination (Soft Skills)