[Remote] Insurance Technician - PIS (Remote)
Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is part of Arrowhead Intermediaries, a global insurance distribution platform. They are seeking a PIS Technician to provide technical insurance support, maintain renewal logs, communicate with carriers, and facilitate policy servicing.
Responsibilities
- Maintains and updates log of all renewal PIS business within the team in the respective system: Quote Tracker and Synergy CRM
- Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies
- Determine proper renewal tract with carriers to each policyholder
- Handles communication with insurance carriers throughout the renewal process
- Creates Pearl branded quote documents and payment instructions for all PIS renewals
- Reviews and processes money mail orders for renewal business (checks for accuracy and completeness)
- Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary
- Issues policies and processes invoices to ensure payments to carriers are on time and in full
- Provides mid-term servicing of policies, including cancellations, reinstatements, and endorsements
- Facilitates communication with carriers regarding policy and coverage questions during and after the renewal process
- Participates in monthly team meetings and provides feedback on process improvements
Skills
- High school diploma or general education degree (GED)
- 1-3 months related experience and/or training; or equivalent combination of education and experience
- Knowledge of Microsoft Office products required
- Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23)
- Experience in the veterinary industry preferred
Company Overview