Risk Strategies Company · 2 months ago
PIS Technician (Veterinary-Focused)
United States
Full-time
Remote
New Grad, Entry Level
$15.48/hr - $18.77/hr
0+ years expRisk Strategies Company is a leading insurance wholesaler and program manager, and they are seeking a PIS Technician to provide technical insurance support. The role involves maintaining renewal logs, communicating with insurance carriers, and facilitating policy servicing for clients in the veterinary sector.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
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
Qualification
Required
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
Preferred
Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23)
Experience in the veterinary industry preferred
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
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