Job Summary: 

• Support the Life and Living Benefits insurance division and other divisions in all administrative, customer service and business development activities
• Work closely with the New and In-force Business Department, handling applications and client servicing requests
• Work with insurance agents to provide illustrations and manage anniversary date tracking and payment management
• Process and work closely with Insurance companies to complete client transaction requests
• Monitor 3rd party insurance company websites for pertinent client information and update client records accordingly
• Read, review and discern important information from insurance statements for integration into the client account record
• Run and compile household insurance policy summary reports for the annual review process
• Complete annual continuing education in accordance with licensing requirements and industry standards
• Complete, check and forward various forms related to account openings, transfers and maintenance
• Monitor daily activity in client accounts and handle various administrative details to support the division’s day-to-day immediate needs

Skills on Resume: 

• Administrative Support (Hard Skills)
• Customer Service (Soft Skills)
• Business Development (Soft Skills)
• Application Processing (Hard Skills)
• Payment Management (Hard Skills)
• Data Entry (Hard Skills)
• Report Compilation (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Service clients’ general day-to-day requests and collaborate with team members to deliver
• Check data from various information sources to ensure their compliance, in accordance with established policies and standards
• Carry out data entry in the customer relationship management system, including producing various documents and reports for clients and advisors
• Schedule appointments, meeting preparation and follow-up
• Assist in the annual review preparation and process
• Greet clients and visitors in a professional and welcoming manner
• Handle incoming and outgoing calls with clients and ensure queries are directed to the proper individuals and departments
• Maintain physical and digital filing room
• Update and maintain the online team communication platform
• Assist with mailings of packages, cheques, paperwork, etc. that require stamping and mailing

Skills on Resume: 

• Client Service (Soft Skills)
• Team Collaboration (Soft Skills)
• Data Compliance (Hard Skills)
• Data Entry (Hard Skills)
• Scheduling Management (Hard Skills)
• Professional Greeting (Soft Skills)
• Call Handling (Soft Skills)
• Document Filing (Hard Skills)

Job Summary: 

• Processing policies, renewals, quotations, endorsements, etc., and general broking administration
• Lodging and handling claims
• Issuing Certificates of Currency and Policy Documents
• Responsible for processing renewals, quoting, endorsements and policy documents whilst developing relationships with a vast range of clients
• Provide claims assistance to clients from lodgment to settlement
• Provide the highest level of customer support to clients
• Liaise directly with insurers and other industry services
• Gain exposure to risks including Business Insurance, Liability, Professional Indemnity, Motor Insurance and other Commercial and domestic products
• Negotiating renewals and quotations for a variety of clients and policies
• Processing new business, renewals and endorsements

Skills on Resume: 

• Policy Processing (Hard Skills)
• Claims Handling (Hard Skills)
• Document Issuing (Hard Skills)
• Client Relations (Soft Skills)
• Claims Assistance (Soft Skills)
• Customer Support (Soft Skills)
• Insurer Liaison (Soft Skills)
• Negotiation (Soft Skills)

Job Summary: 

• Handles and answers enquiries from Clients and Customers
• Assess insurance claims and issue bills
• Assess pending items and report to the manager
• Process accounts payable and receivable
• Handle of the Japanese emergency hotline
• Standby for urgent assistance duties (an interpreter at the outside, support of the return home, etc)
• Provide service to visitors
• Update hospital information and confirm
• Service new and existing surety accounts to extend surety credit
• Evaluate accounts and provide appropriate underwriting documentation for justification of securing and retention of accounts
• Provide administrative support to the Underwriting department such as answering phones, emails and scheduling appointments
• Verify accurate data entry into the system

Skills on Resume: 

• Client Enquiries (Soft Skills)
• Claims Assessment (Hard Skills)
• Account Processing (Hard Skills)
• Emergency Support (Soft Skills)
• Visitor Service (Soft Skills)
• Account Evaluation (Hard Skills)
• Administrative Support (Hard Skills)
• Data Verification (Hard Skills)

Job Summary: 

• Edit documents for accuracy, format, and arrangement of material
• Manage the attorney’s calendar through the legal database, e.g., schedule appointments, coordinate depositions, and appearances
• Resolve scheduling conflicts with the attorney’s approval
• Prepare standard legal documents utilizing templates
• Sort, screen and calendar incoming calendar events for the executives
• Answering phones, processing mail, assisting customers, and special projects
• 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
• Effectively exchange routine and non-routine information verbally and in writing and apply knowledge of the department's policies and procedures
• Evaluating needs/ situations, identifying payment issues and discrepancies, escalating claims, claims issues and referrals, resolving issues and coordinating and updating member files
• Contribute to insurance business initiatives, product implementations and communication material development
• Leading/participating in internal projects, sharing insights, presenting recommendations, and managing project tasks and activities
• Collect and document members' feedback with insurance products, processes and services
• Documenting and tracking member complaints, administrative and underwriting issues
• Handling routine complaints and following up on actions taken to resolve issues

Skills on Resume: 

• Document Editing (Hard Skills)
• Calendar Management (Hard Skills)
• Scheduling Coordination (Soft Skills)
• Legal Documentation (Hard Skills)
• Customer Assistance (Soft Skills)
• Microsoft Office (Hard Skills)
• Issue Resolution (Soft Skills)
• Project Participation (Soft Skills)

Job Summary: 

• Managing day-to-day business processes
• Providing business support to stakeholders, including business requests, queries and client contract support
• Supporting the annual insurance renewal process
• Supporting with due diligence and coordination of data gathering between the business and the broker
• Working with an external insurance broker to manage local policies and renewals
• Developing and maintaining a robust claims process
• Overseeing insurance on days when the Group Insurance Manager is not in
• Administering data onto the Council’s claims management system and insurance asset registers
• Investigating and handling claims, including Public liability, Employee liability, Motor, Property damage and sickness absence claims
• Working closely with Insurance Officers and occasionally working with insurance brokers, insurers, loss adjusters and legal staff, etc.
• Supporting the Service Manager, Insurance and Risk, to support the County Council service areas by providing claim statistics, trends and operational risk management
• Monitoring and analysis of claims statistics and trends to support the economic management of the Council’s risks
• Creating and updating insurance procedures and guidance and other general administrative duties

Skills on Resume: 

• Business Process (Hard Skills)
• Stakeholder Support (Soft Skills)
• Renewal Management (Hard Skills)
• Data Coordination (Hard Skills)
• Claims Handling (Hard Skills)
• System Administration (Hard Skills)
• Risk Analysis (Hard Skills)
• Procedure Development (Hard Skills)

Job Summary: 

• Using established best practice processes through Producing and Servicing expertise to provide consistently high standards 
• Coordinating commercial programmes, developing knowledge of local compliance and regulations
• Communicating and sharing information with colleagues, brokers and other interested parties
• Handling cases with the view to escalating to the required licence holder and supporting them to ensure they are handled appropriately
• Managing and resolving complaints within one's own licence level in an appropriate fashion to maintain quality and continuity of relationships
• Managing customer expectations and delivering excellent service
• Building good relationships to support the end-to-end delivery of the customer proposition
• Take personal accountability for active problem-solving
• Proactively contribute to continuous improvement
• Contribute as a subject matter expert to projects

Skills on Resume: 

• Process Management (Hard Skills)
• Regulatory Knowledge (Hard Skills)
• Information Sharing (Soft Skills)
• Case Handling (Hard Skills)
• Complaint Resolution (Soft Skills)
• Customer Service (Soft Skills)
• Relationship Building (Soft Skills)
• Problem Solving (Soft Skills)

Job Summary: 

• Maintain a calendar of client appointments, providing regular updates to Broker and other staff members 
• Provide a high level of customer service to clients via telephone and email
• Serving as the first point of contact for claims and ensuring timely communication of status updates
• Research client policy and claim information using various software platforms
• Prepare various reports and analyses 
• File claims with various carriers on behalf of clients
• Maintain hard copy and digital files
• Maintain the cleanliness of the office
• Ensure that all office supplies are adequately stocked
• Assist in compiling various reports

Skills on Resume: 

• Calendar Management (Hard Skills)
• Customer Service (Soft Skills)
• Claims Support (Hard Skills)
• Information Research (Hard Skills)
• Report Preparation (Hard Skills)
• File Management (Hard Skills)
• Office Maintenance (Hard Skills)
• Supply Management (Hard Skills)

Job Summary: 

• Process certificates of insurance/evidence of property, such as daily and renewals
• Process changes, endorsements and monthly reports
• Prepare policies for delivery
• Order loss runs and prepare loss summaries
• Order Motor Vehicle Reports
• Assist with claim data entry
• Obtain claim status reports and close claims
• Process Dead files (file setup, applied activity input/filing)
• Perform clerical functions, including processing/sending faxes, proofreading, and photocopying documents
• Assist the sales team in proposals, billing, and all correspondence
• Maintain records of all activities through data entry in the Management system

Skills on Resume: 

• Certificate Processing (Hard Skills)
• Policy Preparation (Hard Skills)
• Loss Summaries (Hard Skills)
• Report Ordering (Hard Skills)
• Claim Entry (Hard Skills)
• File Management (Hard Skills)
• Clerical Support (Hard Skills)
• Sales Assistance (Soft Skills)

Job Summary: 

• Prepare the Client Dashboard at the start of the Renewal process
• Prepare new submission prep documents such as applications, Statement of Values, and Loss Runs, to market new and renewal business
• Prepare Certificates of Insurance and Evidence of Property
• Monitor payments and track invoicing
• Order Flood determinations and Letter of Map Amendments
• Order MSBs for replacement cost evaluations
• Process Flood renewals and renewal invoices
• Rate online business (Lessor’s Risk Only, Flood, Workers Compensation)
• Review Binders to Quotes, Policies to Binders, and Deliver to Client
• Maintain and update the Agency Management System
• Manage Client Communication System

Skills on Resume: 

• Dashboard Preparation (Hard Skills)
• Document Preparation (Hard Skills)
• Certificate Issuing (Hard Skills)
• Payment Monitoring (Hard Skills)
• Flood Processing (Hard Skills)
• Policy Review (Hard Skills)
• System Management (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Provide prompt, accurate, and friendly customer service to personal lines clients
• Answer phones and assist customers
• Process policy changes and take payments
• Learn insurance products and understand customer benefits
• Quote insurance by offering the coverages the customer needs
• Collect documents when writing a new business, such as signatures, trailing docs, etc
• Make daily outbound calls to customers to follow up on claims, documents, discounts, and other customer touchpoints
• Conduct coverage reviews with customers to walk through customers’ coverages and possible gaps
• Utilize the agency-provided system to enter comments, follow-ups, and documents

Skills on Resume: 

• Customer Service (Soft Skills)
• Phone Assistance (Soft Skills)
• Policy Processing (Hard Skills)
• Product Knowledge (Hard Skills)
• Insurance Quoting (Hard Skills)
• Document Collection (Hard Skills)
• Outbound Calling (Soft Skills)
• Coverage Review (Hard Skills)