• Manage day-to-day activities associated with commercial and personal insurance programs, including m
• Maintain additional named insureds, covered operators, drivers, vehicles, and vessels
• Coordinate certificates of insurance or other proof of liability insurance
• Manage the renewal cycle for commercial and personal insurance programs by optimizing coverage structures and facilitating broker and carrier relationships
• Review and update insurance policies regularly to ensure accuracy and efficiency when filing a claim
• Manage insurance application process, including collection and vetting of data, in support of the acquisition of new insurance coverage
• Act as an insurance subject matter expert and advise internal teams of corporate initiatives' potential risks and coverage requirements
• Help determine proper insurance coverage for specific entities and/or projects
• Review insurance limits and terms in contractual agreements and evidence insurance 
• Document and track coverage structures, rates, and renewal calendar
• Develop risk management policies
• Document management of all applications, quotes, policies, or other insurance-related documents
• File and manage the claims process
• Responsible for managing property inspections from time to time

Skills: Insurance Program Management, Policy Review, Claims Handling, Risk Assessment, Certificate Coordination, Renewal Management, Contract Review, Document Management

• Perform the insurance payment process by utilizing PenFed’s insurance service vendor
• Assist and conduct research for members with complex insurance inquiries
• Process insurance-related reports on a daily, weekly and/or monthly basis
• Research and resolve insurance concerns to completion
• Document all member correspondence to the system of record
• Maintain a working knowledge of mortgage loan servicing
• Partner with and provide vendor oversight
• Work across functions, ensuring collaboration on shared goals
• Report issues to management promptly and follow through to complete resolution
• Assist with improvement plan execution processes and escalate risks and/or operational deficiencies identified to direct leadership
• Contribute to the development and refinement of PenFed mortgage servicing policies and procedures
• Complete projects and audits as assigned by supervisor/manager
• Meet established standards and guidelines regarding compliance, job knowledge, quality attendance, punctuality, efficiency, initiative, member experience and overall performance

Skills: Insurance Payments, Member Support, Report Processing, Issue Resolution, Mortgage Servicing, Vendor Oversight, Policy Compliance, Cross-Functional Collaboration

• Administering incoming post, e-mails and telephone calls
• Checking policy documentation from insurers to ensure sums insured, name, business description and policy endorsements/warranties, noted interests, scope of cover, etc, are accurate and as quoted
• Acknowledging receipt of e-mails and letters and indicating a timescale in which a response will be forthcoming
• Processing of adjustments, e.g., change of address, change of company name, change of vehicles, etc
• Logging phone calls, e-mails, etc, onto the Insur-e system
• Administering the diary system and chasing insurers/clients for outstanding documentation, payment, claims updates, etc
• Filing of correspondence, etc., and recording and dispatching all outgoing mail
• Recording all incoming mail, answering the telephone and conveying messages, maintaining (including ordering) stationery, etc.
• Processing of incoming e-mail quotation enquiries and completing quotation request forms in respect of telephone and internet quotation enquiries
• Submitting to insurers for quotes and presenting to prospects in writing by post or e-mail, providing full details of the policy endorsements applicable
• Confirming in writing the information upon which the quotation has been based, including a copy of the insurer's policy summary or renewal documentation and a copy of the submission to insurers/fact finder

Skills: Email Management, Call Handling, Policy Checking, Quotation Processing, Data Entry, Document Filing, Client Follow-up, Insurer Liaison

• Responsible for CCIP/OCIP plan start-up on new jobs
• Oversee subcontractor enrollment and work with jobsites to make sure they are getting enrollments
• Manage a small office department
• Must have OCIP- CCIP knowledge
• Must have Excel and Microsoft Office experience
• Must have construction insurance experience
• Accurately maintain insurance log(s) in the company's database
• Review insurance certificates for completion and compliance in accordance with ACCO’s policies
• Request and follow up on COI changes 
• Follow up with vendors on the status of outstanding insurance documents
• Collect additional documents and/or revisions 
• Maintain a high level of accuracy in all transactions

Skills: Insurance Setup, Subcontractor Enrollment, Team Supervision, Microsoft Office, Construction Risk Knowledge, Compliance Review, Document Follow-Up, Database Accuracy

• Handling and responding to routine e-mail enquiries via the central insurance email address and liaising with the Group Insurance Manager on those of a complex nature
• Acting as the first point of contact within the company, dealing with their day-to-day queries, in particular responding to stock enquiries and confirming the tenure status for claims purposes
• Collate evidence files required for new and open claims, and data required for the annual policy renewal exercise
• Assist with all associated administration for insurance training to be delivered to front-line teams
• Issue Building Insurance Summary of Cover sheet and full policy documents and note the interests of leaseholders/mortgagees and the use of the property, liaising with internal customers within agreed timescales
• Provide cover and deal with general claims and policy enquiries in the absence of the Group Insurance Manager and with the technical help from the brokers
• Input and amend the insurance details on Hive as instructed by the Group Insurance Manager
• Assist the Group Insurance Manager with collating information and data to present to prospective insurers
• Obtain monthly reports from tenant contents scheme administrators
• Prepare premium payment authorisation forms for review by the Group Insurance Manager
• Assist the Group Insurance Manager in preparing and issuing rechargeable premiums to the respective departments

Skills: Email Correspondence, Claims Support, Policy Renewal, Insurance Administration, Data Collation, Document Issuance, System Updates, Premium Processing

• Ability to adjust to multiple demands and shifting priorities
• Ability to work to deadlines and manage time effectively
• Ability to work reactively
• Excellent communication skills including telephone manner
• High standard of literacy and numeracy
• High level of accuracy and attention to detail
• Ability to retain and recall information and a good aptitude for problem-solving
• Excellent customer service skills
• Intermediate experience with Microsoft Office Suite, especially Excel
• Experience working with databases
• Experience in the insurance industry
• Basic knowledge of general accounting practices

Qualifications: BS in Risk Management with 5 years of experience

• Experience in customer service or account management
• Must have a strong customer-focused attitude and manage all customer relationships with a high degree of commitment
• Strong telephone presentation and written communication skills
• Ability to self-motivate
• Detail-oriented with superb organizational skills
• Knowledge of Microsoft Office products
• Must have strong administration skills
• Organised with good attention to detail
• Proficient in IT skills

Qualifications: BS in Finance with 3 years of experience

• Experience in the Financial services-related industry
• Able to learn new software comfortably
• Great attention to detail
• High-level organizational and prioritization skills
• Team player who works well with others
• Knowledge of CNOB products and services
• Knowledge of lending and mortgage insurance
• Knowledge of Hazard, Flood, Escrow, and Collateral
• Knowledge of relevant Federal Insurance Regulations
• Excellent communication and interpersonal skills
• Analytical skills to evaluate documents of varying complexity
• Strong “People First” interest and ability
• Proficient with Microsoft Office Applications
• Ability to handle multiple projects and tasks at one time

Qualifications: BS in Economics with 5 years of experience

• Bilingual (French and English) both verbal and written
• Extensive prior administrative experience within a retail investment operational environment
• Strong understanding of life insurance products
• Ability to organize and prioritize work in a high-volume area and adhere to strict timelines
• Proven investigative and problem-solving skills, with an ability to be resourceful in identifying issues and solutions
• Demonstrated ability to be flexible and exercise judgment in a changing environment
• Demonstrated ability to develop and maintain positive cross-department relationships to attain collaborative solutions
• Able to adapt in a fast-paced environment
• Strong analytical and decision-making skills
• Excellent communication skills both written and oral
• Must have excellent collaborative skills
• Strong computer skills, particularly in Microsoft Excel, PowerPoint, SAP and intermediate numerical ability

Qualifications: BA in Business Administration with 4 years of experience

• Previous experience in an Insurance or Financial Services environment 
• Work experience within the insurance sector
• Good knowledge and understanding of the relevant class product
• Ability to analyse and understand data in various formats
• Ability to follow documented processes and procedures for the production of documentation, data entry and information management
• Ability to problem-solve using policies and procedures
• Excellent communication skills both written and verbal
• Strong organisational, prioritisation and time management skills
• High level of accuracy and attention to detail
• Proven ability to work effectively as a team player, but flexible enough to work on own initiative
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint and Outlook

Qualifications: BS in Accounting with 6 years of experience