• Coordinates insurance area activities in support of the insurance sales force to provide meaningful activity and organizational support
• Works with members/clients or prospects to address account issues, problem resolution, paperwork and documentation completion and deficiency resolution (NIGOs)
• Assists in coordinating client events
• Prepare marketing and seminar materials and support efforts to market to clients and prospects
• Ensures that all marketing, client communication and seminar materials have been submitted and approved
• Maintains a working knowledge of all Redstone products and services to generate referrals to and from all business lines of the Credit Union
• Prioritize calling efforts to meet weekly appointment goals
• Schedule annual reviews, follow-up on direct mail campaigns, problem resolution, paperwork deficiencies, member/client follow-up and other calling activities which could be wide in scope
• Coordinates referral tracking and reporting for insurance products
• Greets members, assesses their needs and concerns

Skills: Account Management, Problem Resolution, Event Coordination, Marketing Support, Client Communication, Product Knowledge, Appointment Scheduling, Referral Tracking

• Provides general account information
• Documents and processes requests for new products and services
• Explains steps in the insurance claim process
• Completes and submits claim forms
• Documents and processes departmental work
• Verifying for accuracy and completeness, performing research, scanning and filing documents and other materials, retrieving and releasing documents and records
• Performs specialized data entry to prepare a variety of standard materials, documents and reports
• Updates computer records and databases
• Completes and processes standard forms related to areas of responsibility
• Operates computers, scanners, copiers, optical imaging, mail and other related standard office and processing equipment
• Maintains records of work performed
• Assists in maintaining an inventory of supplies for the department

Skills: Account Information, Claim Processing, Document Management, Data Entry, Record Updating, Form Processing, Office Equipment, Inventory Management

• Work with the Performance and Analytics team to access data
• Undertake statistical analysis and assist with benchmarking
• Ensure monthly reports are available for the broking team in the network drive
• Support on the Review/Creation, Enhancement of Presentations for new and renewal business plans
• Prepare binder Market Reform Contracts and endorsements
• Responsible for file maintenance - ECM
• Complete information in Brokasure, including finalising MRC
• Support the broking team with SPS design/placement
• Contribute to the development and implement the Aon Broking strategy by supporting growth through the utilisation of specialty, broking, technology and talent levers
• Support the Senior Brokers in the development of business priorities and plans
• Work supportively with key internal business units
• Support the establishment and management of the pipeline
• Ensure all FCA regulations and internal compliance requirements are adhered to promptly, working with the CBT
• Promote all compliance-related requirements in the team and identify opportunities for process improvement
• Ensure all agreed practices and tools are actively and consistently applied
• Encourage team colleagues to be actively involved in raising awareness of non-conformances and ideas for improvements

Skills: Data Analysis, Statistical Benchmarking, Report Preparation, Presentation Support, Contract Preparation, File Maintenance, Compliance Adherence, Process Improvement

• Process certificates at the direction of the Account Manager or Sales Executive
• Follow up with Carriers for receipt of endorsements
• Issue certificates of insurance and evidence of property forms
• Maintaining accurate computer data
• Review and process endorsements, invoicing and updating
• Input initial applications in Applied EPIC
• Assist with spreadsheets and premium allocations on some accounts
• Initial Policy checks, including policy forms, policy term, policy number, premium, commission, etc.
• Build Relationships with clients, co-workers, carriers, and other business contacts

Skills: Certificate Processing, Endorsement Review, Data Management, Invoicing Support, Application Input, Spreadsheet Assistance, Policy Checking, Relationship Building

• Confirming all necessary documents are in the file
• Creating policy checking requests to submit to policy checkers
• Process policy to the client once errors have been addressed and request appropriate changes
• Confirming the accuracy of data in the Agency Management System, updating and when correct, send to the client
• Invoice any associated additional/return premium
• Complete daily cert requests under the direct supervision of the CA and transmit to the Certificate Holder according to the described process and procedures
• Maintain Certificate Holder lists according to the described procedures
• Process renewal certificates as assigned by the CR/CA batch and distribute according to the described procedures
• Add and maintain Prospects and Clients
• Update policy data and issue Auto ID Cards
• Update Schedules of various kinds
• Maintain required documentation according to the described procedure

Skills: Document Verification, Policy Processing, Data Accuracy, Premium Invoicing, Certificate Management, Client Records, Policy Updating, Documentation Maintenance

• Manage new or existing portfolio of Cargill policies and single buyer insurance policies
• Conduct policy wording negotiations and manage broker and insurance relationships
• Partner collaboratively to explore commercial opportunities with traders and maintain a good relationship with brokers and insurers
• Develop a deep understanding of trade credit insurance
• Partnering with commercial teams and finance leads on requests for trade credit insurance
• Analyzing financial profiles, preparing background information for submission and communicating feedback from the insurance market internally
• Contribute to generating innovative ideas and developing new product strategies
• Independently solve challenging issues with minimal supervision, while escalating 
• Collaborates with Broker and Associate Broker about coverages, changes in coverages, and perils
• Completes and files documentation required for risk acceptance determination
• Verifies complete and proper coding
• Services the designated book of business as it relates to marketing, administration and sales
• Confirms appropriate filings in accordance with applicable regulations
• Maintains compliance with Quality Control guidelines

Skills: Policy Management, Contract Negotiation, Broker Relations, Trade Credit Knowledge, Financial Analysis, Product Development, Risk Documentation, Compliance Maintenance

• Reviews, evaluates and categorizes incoming documents
• Verifies information for accuracy/appropriateness and follows up with others for missing or questionable data
• Prepares various methods of media for distributing to business partners and outside contacts
• Enters and retrieves information of varying complexity using computer systems and applications to update records and various financial activities
• Obtain information from others and respond independently to most questions and problems
• Uses intermediate skills and business knowledge
• Prepare correspondence and process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business
• Processing mail and/or varied media formats (e.g., flash drives, CDs and audio recordings)
• Assisting customers, scanning and photocopying
• Provides informal guidance to less experienced associates
• Provides back-up support in the absence of others

Skills: Document Review, Data Verification, Information Entry, Record Updating, Correspondence Preparation, Customer Support, Media Processing, Team Guidance

• Experience working in an FCA-regulated environment
• Experience with CASS Rules
• Experience in reconciling debtor/ supplier statements
• Experience in debtor collecting
• Experience in dealing with client and supplier accounting queries
• Able to complete data entry tasks with ease
• Superb problem-solving skills and organizational skills
• Solid computer skills, including basic word-processing and Microsoft Excel
• Prior experience in customer service or the insurance industry
• Experience in an insurance sales and administration support position
• Excellent knowledge of life and health insurance, both individual and group projects and acceptable insurance practices
• Excellent customer service and communication skills
• Working knowledge of Salesforce CRM systems

Qualifications: BS in Risk Management with 7 years of Experience

• Previous experience working within the Insurance industry
• Exceptional customer service and interpersonal skills
• Excellent growth and advancement opportunities
• Working experience in customer service or administrative
• Prior call center experience
• Excellent oral, written, and interpersonal communication skills
• Capacity to multitask in a fast-paced, structured teamwork environment
• Intermediate level of skill to open, create, and modify various documents using the Microsoft Office suite (e.g., documents, spreadsheets, e-mail, etc.) and enter/retrieve information using various applications/systems
• Ability to effectively exchange routine and non-routine information verbally and in writing and apply knowledge of the department's policies and procedures

Qualifications: BS in Accounting with 5 years of Experience

• Financial Services and/or Insurance industry experience and knowledge
• Good working knowledge of Microsoft Office including Word, PowerPoint and Excel
• Previous experience working within a sales/customer service-oriented environment
• Proven ability to pay close attention to accuracy and detail
• Well-developed communication (verbal/written) and interpersonal skills
• Proven ability to remain organized in a fast-paced, high-pressure, deadline-oriented environment
• Proven ability to work with confidential information
• Well-developed confidence/independent judgment/problem-solving skills 
• Ability to work independently

Qualifications: BS in Information Systems with 4 years of Experience

• Experience in supporting/managing internal insurance policies with a PLC
• Knowledge of operational risks and insurance for the sector
• Ability to identify, analyse and assess key risk exposures and identify potential insurance mitigants
• Ability to communicate effectively and influence effectively with productive, successful relationships with stakeholders
• Proficient with Microsoft Office software at the Intermediate User Level (Word, Excel, and Outlook)
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities
• Strong oral and written communication skills
• Ability to work with all levels of staff
• Strong customer service orientation (internal customer focus)
• Ability to obtain PA P&C License 
• Highly attentive to details
• Ability to maintain a high level of confidentiality

Qualifications: BA in Human Resources Management with 6 years of Experience

• Life insurance industry and customer service experience
• Excellent knowledge of life and health insurance, both individual and group products, and acceptable insurance practices
• Good working knowledge of Salesforce CRM 
• Excellent customer service skills
• Experience performing a variety of clerical functions, including photocopying, faxing, filing and data entry
• Proficient in the MS Office suite of products
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Good analytical skills with high attention to detail and accuracy
• Good verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels
• Ability to follow policies, procedures, and regulations

Qualifications: BA in Liberal Studies with 7 years of Experience

• Solid understanding of Life and Living Benefits as well as seg fund offerings
• Understanding of Industry Compliance, Privacy and Anti-money Laundering regulations
• Experience relevant life and living benefit experience
• Experience in a Corporate Receptionist, customer service or front-line administrative position
• Proficiency in Word, PowerPoint and Excel in a Windows environment
• Analytical skills and the ability to understand, interpret, and report technical information
• Self-motivated, positive attitude, and a willingness to learn
• Proven ability to multitask and prioritize in a fast-paced and changing environment
• Developed interpersonal and customer service skills
• Ability to exercise independence, tact and discretion, as well as handle confidential information
• Ability to interpret a variety of instructions and follow up with the right people 
• Must have superior problem-solving skills
• Ability to exercise good judgement, show initiative and be proactive
• Strong verbal and written communication skills

Qualifications: BA in Legal Studies with 8 years of Experience

• Experience with commercial property and casualty insurance, especially in the commercial architecture or engineering space (A&E)
• Demonstrated knowledge of commercial property/casualty coverages and bonds 
• Corporate broker or agency experience in commercial insurance services 
• Strong attention to detail and the ability to follow complex requests
• Organizational and time management skills to prioritize workload and meet deadlines
• Excellent oral and written communication skills
• Must have strong interpersonal skills
• Ability to clearly and effectively present information to all levels of employees, management and clients
• Must be proficient in the use of computer software (i.e., Microsoft Word, Outlook, PowerPoint and Excel)
• Ability to prioritize, multitask and work independently as well as with a group

Qualifications: BA in International Business with 5 years of Experience