Job Title: Policy Endorsement Associate
Location: Richardson, TX (Day 1 Onsite)
Duration: 6 months
Job Description:
Performs policy endorsement duties when needed by administering timely and accurate policy endorsement process that is consistent with compliance and performance standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop working knowledge while issuing endorsements according to company and carrier guidelines.
2. Assist underwriter with meeting or exceeding production goals as assigned.
3. Develop and maintain client, carrier and agent relationships through timely, accurate service
4. Audit, correct, and verify all necessary information prior to policy endorsement.
5. Monitor accounts to ensure compliance with company's policies and procedures and seek appropriate action from Endorsement Specialist Lead or Supervisor for correction when necessary.
6. Request cancellation and reinstatement of policies based on outlined terms, company policy and statutory regulations.
7. Conduct ratings as necessary to ensure policy information is accurate.
8. Maintain suspense system and follow-up for receipt of endorsements, correspondence, etc. from outside sources.
9. Maintain necessary licenses to produce business.
10. Perform other duties as assigned.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High School diploma or equivalent work experience
2. Ability to develop, foster and maintain good working relationships with clients
3. Ability to work in a team environment
4. Ability to use company automation
5. Ability to plan, organize and manage multiple priorities
6. Ability to meet deadlines and work well under pressure
7. Good written and verbal skills
8. Current state specific license require within 90 days
Preferred Qualifications:
1. Property and Casualty Insurance experience.
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