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Internal Application: Policy Issuance/Administrative Services Assistant

Assistant | Charlotte, NC | Full Time

Job Description

Since 1962, Hull & Company has provided a wide variety of products from stable, prestigious carriers nationally and globally. Thanks to continued successful relationships with many of the finest retail Insurance agents & brokers in America, we have grown into one of the largest companies of our kind.

Summary:

Reporting to a manager/supervisor, this position will provide administrative and technical support to the Account Executives and their underwriting staff.

  • Issue and/or review policies for personal lines and commercial lines carriers.
  • Process policy changes/endorsements.
  • Review files to ensure accounts meet the underwriting guidelines and requirements of the carrier.
  • Audit files to ensure accounts meet the requirements of our corporate office.
  • Order and review inspection reports from various inspection vendors. Send discrepancies and recommendations to agents and company and follow-up with agents to get written confirmation that requirements have been met.
  • Process commission statements from carriers.
  • Process or distribute incoming mail, paper and electronic. Process incoming requests promptly and appropriately.
  • Receive incoming payments and maintain payment log. Keep payments in a secure and locked area until deposited to bank or forwarded to another office.
  • Provide underwriting and premium information to several carriers by creating and downloading reports from database.
  • Maintain license information all licensed staff to include reminders for continuing education, providing continuing education options and updating agent information on department of insurance websites.
  • Maintain office directories and general information.
  • Serve as operator for incoming calls to general/toll-free phone number. Assist other departments with incoming calls if needed.
  • Other duties as assigned by management.

 

Qualifications for Successful Performance

  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintains a cordial and effective relationship with agents, co-workers, carriers, vendors and other business contacts.
  • Keeps informed regarding announcements and changes from carriers, vendors, and corporate office. Ensures that co-workers are informed by sharing information.
  • Interacts with others effectively by utilizing good communications skills, cooperating purposefully and willing to make changes, as needed, to achieve the business goals of the agency.

Required

  • Minimum education required – High School Diploma or Equivalent
  • 1-3 years  of experience in similar role
  • Proficient in Microsoft Office Suite and Website Systems
  • Ability to read and comprehend industry jargon and documents
  • Ability to follow and adhere to verbal and written procedures and instructions.
  • Ability to maintain high level of confidentiality

Hull & Company offers a competitive salary and an excellent employee benefits package including 8 holidays/year, vacation, medical, dental, flexible spending accounts, life insurance, disability coverage, educational assistance, Employee Stock Purchase Plan, and a 401k Plan. We are a merit based company, hard work & performance is recognized & rewarded in this office. High performers for these positions tend to be fast paced, analytical, intuitive, and possess generally good business instincts & critical thinking skills.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.