[Remote] Insurance Technician - PIS (Remote)

Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is part of Arrowhead Intermediaries, a global insurance distribution platform. They are seeking a PIS Technician to provide technical insurance support, maintain renewal logs, communicate with carriers, and facilitate policy servicing.

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
• Determine proper renewal tract with carriers to each policyholder
• 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
• Provides mid-term servicing of policies, including cancellations, reinstatements, and endorsements
• Facilitates communication with carriers regarding policy and coverage questions during and after the renewal process
• Participates in monthly team meetings and provides feedback on process improvements

Skills

• 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
• Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23)
• Experience in the veterinary industry preferred

Company Overview