Risk Strategies Company · 21 hours ago
Insurance Technician (Remote)
Risk Strategies Company is part of a global insurance distribution platform, One80 Intermediaries, which specializes in wholesale brokerage and specialty insurance. The Insurance Technician provides technical support to underwriters and clients, managing renewals and ensuring timely communication with insurance carriers.
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
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
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)
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.
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Recent News
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