• Provide support in the renewal process by compiling underwriting information for submissions
• Completing applications, allocating premiums, ensuring the receipt of the renewal policies complies with binders, and providing evidence of insurance and invoices are properly distributed
• Oversee the acquisition process of each new property to be enrolled under Asset Management's insurance programs
• Ensure properties are adequately insured while also proactively monitoring the CAT portfolio aggregate by using such tools as RMS
• Manage the divestment process by providing the necessary loss-related information and ensuring the appropriate notification has been received
• Conduct contract reviews, including lender, vendor, property management, and tenant agreements and negotiate directly with third parties on behalf of Asset Management
• Support Asset Management's Development Engineering Group (DEG) in guiding development insurance requirements and other considerations for new construction projects, partnering with developers and general contractors
• Lead loss control efforts including managing carrier demands and property manager relationships and contribute to the analysis of loss information towards the identification of trends and recommend corrective measures to control, reduce or eliminate future losses
• Monitor fund portfolios and client portfolios and comply with specific requests and requirements
• Attain a strong understanding of the nature of the Asset Management- Real Estate Americas business to develop policy programs and negotiate contracts that accommodate and are receptive to the changing needs of a growing portfolio
• Serve as a liaison at claims meetings and manage third-party relationships, including TPAs

Skills: Underwriting Support, Policy Administration, Property Acquisition, Risk Monitoring, Contract Review, Loss Control, Portfolio Management, Claims Liaison

• Providing front-line phone customer service to policyholders, beneficiaries, and agents in support of insurance products, specifically life insurance and annuities
• Fielding between 50 and 75 inbound calls about insurance coverages, policies and claims
• Following up on outstanding requirements via numerous methods (phone, email, mail, fax)
• Ensuring customer satisfaction and striving to meet service standards
• Processing financial transactions in a timely and accurate manner using numerous computer tools including Lifesys mainframe, document imaging system, Word, Excel, Outlook and various other applications
• Communicating with both internal and external customers to professionally resolve questions and issues
• Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team
• Proactively make calls to Group Benefits clients who are leaving their employer and looking to find solutions to satisfy their life insurance, critical illness and health and dental needs
• Help clients understand their conversion rights and the benefits of completing a review with a licensed representative
• Manage a large pipeline of clients to ensure they are contacted in a timely fashion
• Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice
• Foster and participate in a work environment that values people, invites creativity, and celebrates learning
• Stay informed of departmental and industry product, policy, and procedure changes
• Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve client experience

Skills: Customer Service, Call Handling, Requirement Follow-up, Transaction Processing, Issue Resolution, Industry Knowledge, Client Management, Product Communication

• Utilize consultative sales techniques to prospect and initiate new business sales
• Assists in the processing of new business, including contacting customers to finalize sales and service transactions
• Identifies cross-selling opportunities for Lead Sales Representative
• Contributes to and executes a marketing plan with the Lead Sales Representative
• Identifies mass marketing prospects through existing book of business and community prospecting opportunities
• Meet monthly goals for new business sales
• Completes follow-ups on new policies to keep retention level high and capitalize on cross-selling opportunities
• Coordinates activities with other departments to ensure quality customer service
• Acts as initial contact in addressing customer concerns regarding the establishment of policies and new account status
• Attain and maintain current state insurance license in property, casualty, life, accident and health

Skills: Consultative Sales, Policy Processing, Cross-Selling, Marketing Support, Prospect Identification, Sales Achievement, Policy Retention, Customer Service

• Assist Client Administrator in providing service to accounts, as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved
• Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits
• Ordering and reviewing loss run and claim status reports
• Documenting client files regarding action items, follow-up of outstanding issues, and completed tasks
• Process incoming mail to include policies, endorsements, invoices, loss control reports and Loss Runs
• Verify items to check incoming policies are available in ImageRight before providing the policy to the Client Administrator
• Set up original policies in binders
• Draft a Summary of Insurance for the Client Administrator to review
• Verify that Endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in ImageRight
• File monthly installment and direct bill invoices, loss runs, and loss control reports
• Assist the Client Administrator in handling business after the sale has been made and preparing for the marketing of renewal business
• Set up marketing folders and renewal workflow schedules
• Set up renewal policy files in ImageRight
• Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients
• Become proficient in the use of technology systems, software and tools such as ImageRight, Bar Coding and Scanning used to perform duties
• Establish and maintain positive and effective working relations with other Associates and clients

Skills: Account Support, Invoice Processing, Report Review, File Documentation, Mail Processing, Policy Setup, Renewal Preparation, Client Communication

• Review insurance documentation on newly booked loans and resolve missing or inconsistent information with the production team
• Contact agents and borrowers to obtain insurance renewal documents and invoices
• Review insurance requirements for the loan, such as the loan document, closing, and/or investor requirements
• Review insurance documentation received in comparison to insurance requirements to determine insurance compliance
• Determine the adequacy of insurance coverage on an annual basis through a detailed compliance review
• Contact insurance agents, borrowers, production team members and investors regarding non-compliant insurance resolution
• Develop and maintain strong relationships with clients, insurance agents, borrowers, and production team members
• Utilize and work with vendors
• Review, draft and submit waivers to investors, including documentation and submission to the lender’s systems
• Manage outsourced vendor communications about letters for annual insurance renewals
• Disburse insurance payments such as invoices and reimbursements, to insurance agents and borrowers
• Manage the loss draft/claims process from beginning to completion
• Working with borrowers, adjusters, insurance agents, Master Servicers, Lenders/Investors and other interested parties
• Manage and force-place insurance as required by the loan documents and/or investor to assure compliance and mitigation of risk
• Assist with special projects and additional duties as assigned by management
• Initiates and participates in projects, system enhancement design and testing

Skills: Documentation Review, Compliance Verification, Coverage Assessment, Renewal Processing, Noncompliance Resolution, Vendor Management, Payment Processing, Claims Handling

• Experience with pre-trial discovery, drafting and responding to discovery demands, conducting and defending depositions
• Excellent legal research and writing skills
• Ability to successfully draft and argue dispositive motions
• Working experience in commercial insurance
• Strong technical knowledge of commercial lines coverage and rating
• Ability to think outside the box with excellent time management skills
• Goal-oriented and self-motivated
• Experience with agency management software
• Proficiency in Microsoft Office (Word, Excel, Outlook)

Qualifications: BS in Accounting with 5 years of Experience

• Multi-tasking and problem-solving abilities
• Knowledge of computer-based programs such as Microsoft Excel and Word 
• Strong verbal and written communication skills
• Strong organizational skills with an aptitude for detail-oriented work
• Prior experience in an insurance or medical office environment
• Knowledge of Correct Coding Initiative (CCI), Outpatient Code Editor (OCE), National Coverage Determination (NCD), and Local Coverage Determination (LCD) edits
• Knowledge of third-party payer edits
• Working knowledge of medical terminology, including International Classification of Diseases (ICD), Current Procedural Terminology (CPT), and Healthcare Common Procedure Coding System (HCPCS) coding
• Knowledge of databases and flowcharting processes

Qualifications: BS in Finance with 4 years of Experience

• Ability to manage large volumes of documents
• Strong attention to detail
• Practical and client-focused problem-solving and research skills
• Previous exposure to Business Development and a natural ability to build strong client relationships
• Ability to manage client expectations and run matters autonomously
• Ability to relate to people at all levels and effectively work in a team
• Good computer navigation skills 
• Knowledge about the Insurance industry
• Knowledge of Insurance principles 
• Good oral/written communication 
• Ability to work successfully in a production-driven environment 
• Ability to work on routine/standardized transactions

Qualifications: BA in Marketing with 6 years of Experience

• Working experience in mortgage banking or a financial services environment
• Insurance experience and/or commercial loan servicing
• Ability to interpret, resolve, and understand implications of complex issues
• Ability to work independently, make decisions, and advise on the appropriate course of action
• Ability to multitask and to shift priorities
• Demonstrated ability to organize and prioritize projects
• Able to complete multiple tasks on schedule
• Advanced computer skills, including MS Excel and Word
• Ability to identify, implement and promote process improvements in day-to-day duties
• Ability to manage and respond to customer requests
• Strong team, leadership, negotiation and interpersonal skills
• Strong communication skills both written and spoken

Qualifications: BS in Mathematics with 5 years of Experience

• Proficient in using personal computers in a Windows-based environment, including Microsoft Office Suite
• Strong organizational, communication (verbal and written), and client relationship management skills 
• Ability to work independently to solve issues under normal supervision
• Able to work in a fast-paced environment
• Able to review and analyze data reports and manuals
• Must be computer proficient
• Must be able to communicate effectively via telephone and in person
• Experience in administration, admin finance, credit admin, Insurance admin or related field
• Detail-oriented, accurate, well-organized, and able to work with the target

Qualifications: BA in Insurance Studies with 4 years of Experience