Overview

This position services the Bank's Insurance division by managing the coverage verification process for each customer. Ensures the accuracy of recorded policies to those received from carriers through processing and validation activities. Coordinates and communicates effectively with all parties involved.

Responsibilities

• Support & Service - Performs data entry, processing, and risk analysis to place customer coverage. Supports sales team by maintaining accurate customer account information. Answers inquiries, resolves issues, and conducts other activities as related.
• Collaboration - Works directly with carriers and clients in completion of daily servicing activities. Liaises with carrier policy and accounting systems to consolidate information and resolve policy issues. Communicates successfully with customers regarding their coverage and accounts.
• Product Proficiency - Maintains insurance knowledge in order to meet customer needs. Recommends appropriate carrier and products to place coverage.
• Validation- Checks policy renewals and endorsements for accuracy, requesting corrections from carriers when necessary. Investigates and resolves delinquent or missing items on accounts.