Policy Retention Associate - Insurance MGA jobs in United States
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Bass Underwriters · 1 day ago

Policy Retention Associate - Insurance MGA

Bass Underwriters, Inc. is a leading Managing General Agency for commercial property and casualty insurance. They are seeking a Policy Retention Associate to manage the processing of cancellations and reinstatement endorsements on policies while ensuring compliance with state and company guidelines.

Insurance

Responsibilities

Issue policy cancellation notices per state guidelines
Follow-up on cancellation/reinstatement notices with necessary parties
Handle calls from agents, underwriters, carriers and finance companies
High level of e-mail
Accurately reviewing premiums, endorsements, and finance-related documents
Request endorsements and verify details (Effective dates and Premiums)
Process PFA (Premium Finance Agreement) Notices
Issue cancellation and reinstatement endorsements

Qualification

Policy RetentionFinancial Information HandlingCustomer ServiceAttention to DetailOrganizational SkillsInterpersonal SkillsTeam Player

Required

High School Diploma or General Education Diploma (G.E.D.)
Prior experience handling financial information or monetary transactions is required
Excellent attention to detail
Excellent organization skills
Strong customer orientation, excellent interpersonal and communication skills
Team player with a commitment to company values

Preferred

Experience in Policy Retention or Customer Service

Benefits

Paid Time Off
10 Paid Holidays
401(k) with company match up
Medical, Dental, & Vision insurance
Supplemental benefits including company paid long-term disability and life insurance.

Company

Bass Underwriters

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Provides critical facilities necessary for agents to deliver quality insurance products to their clients.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase