ESSENTIAL DUTIES AND RESPONSIBILITIES:
Sorts morning print from Horizon, i.e. Decs, Installment Bills, Renewals.
Opens and date stamps all incoming underwriting and claims mail
Scans in mail and claims mail into the scan station.
Releases mail to go into underwriter’s folders
Processing any work from underwriting that is in the workflow system, checking for accuracy and returning anything that needs to be fixed
Anything that there is a question on takes to Supervisor for verification before going to underwriter.
Takes anything that needs fixing to the appropriate underwriter.
Keeps track of all fixes, fills out slip for each one and checks to make sure corrections have been done correctly.
Reads all correspondence from the policyholder and/or underwriting department and examines information to determine if it is correct and that all pertinent forms or information are included before anything is sent to the mailroom for processing
Takes all refunds to Accounting for processing.
Running any print thru the folding machine for mailing.
Collects agent and regular mail daily for sending out.
Makes agent envelopes for outgoing mail.
Runs all mail thru mail machine each day
Types labels or reports
Keeps track of all envelopes and reports to Supervisor when more are needed
Works with other departments on special job duties or tasks.
Does scanning and importing of claims and underwriting.
Imports new claims after they are given number.
Hand folds anything that will not go through the mail machine due to thickness.
Pulls forms when requested for policies.
Sends out policy requests from claims or underwriting.
Keep folders for all T-files (anything that is paper that comes into office)
E-mails agents (new bills, letters etc)
Sorts all Company Copies of Decs for appropriate storage.
Backup to pick up and deliver mail when needed.
Assists in Underwriting
Handles all survey phone calls and assists on claims phone line.
Backup for setting up claims and gathers forms, etc regarding the claim.
Orders Apple Miner and ISO Passport records.
Orders inspections and keeps track of the status of inspections – in house or external
Send memos and/or letters to agents.
Assists with checklist for renewal of exiting policies daily.
Job Type: Full-time
Pay: $15.00 - $20.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Work Location: In person