Be an early applicantLess than 25 applicantsPosted by Agency
Get It Recruit - Finance ยท 2 days ago
Risk Analyst
Thousand Oaks, CA
Full-time
Remote
Entry Level
$20/hr - $22/hr
1+ years exp
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Responsibilities
Review and process auto-created accounts with precision.
Proactively communicate with customers to collect necessary items for policy funding.
Verify relationships between agents, general agents, and insurance companies.
Implement necessary account changes as required.
Build and maintain strong business relationships through exceptional service.
Enter approved premium finance agreements into PBS.
Ensure timely funding of policies by reviewing disbursement holding reports daily.
Provide management with updated statuses of premium finance agreements and unfunded policies.
Qualification
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Required
0-1 years of experience in premium finance or property and casualty insurance
Proficiency with Microsoft Office Suite and remote work experience
Basic troubleshooting skills
Integrity and objectivity with a strong service-oriented mindset
Excellent organizational skills and attention to detail
Ability to prioritize tasks and work independently or as part of a team
Persuasive communication skills with professionalism, respect, emotional intelligence, and compassion
Preferred
A college degree
Equipment such as two monitors, webcam, and headset are preferred but can be provided if needed
Company
Get It Recruit - Finance
Get.It Recruit | Finance - Helping companies of all sizes accelerate their hiring.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
