Essential Functions/Principal Responsibilities: Process and review policy declarations for New Business, Renewals, & Endorsements.
Handle invoices, certificates of insurance and other documents as required.
Follow up renewal status with insurers and issue renewal offers for agency bill policies.
Submit binding requests for agency bill renewal accounts and endorsements.
Negotiate terms/pricing/policy conditions with underwriters.
Managing abeyances and expiry lists.
Assist to remarket policy to other insurance carriers if required.
Other duties and responsibilities, as necessary, directed by the team leader.
Knowledge, Skills and Behaviors Strong written, oral and interpersonal communication skills Able to work independently & in a team setting Excellent attention to details and organizational skills to ensure timeliness and quality of underwriting development Achieve a standard of excellence with work processes and outcomes, honoring company policies and regulatory compliance Is receptive to feedback, adaptable to change, has a desire to learn, and embraces continuous improvement Work well under stress and tight deadlines Team oriented, building strong working relationships and a positive work environment Proficient in Microsoft Word and Excel English and Mandarin & Cantonese an asset.
系统翻译:
基本职能/主要职责:处理和审查新业务、续保和认可的保单声明。
根据需要处理发票、保险证书和其他文件。
与保险公司跟进续保状态并向代理机构发出续保报价账单保单。
提交对代理账单续订帐户和背书具有约束力的请求。
与承保人协商条款/定价/保单条件。
管理暂缓和到期列表。
协助向其他保险公司重新营销保单如果需要的话。
必要时由团队领导指导的其他职责和责任。
知识、技能和行为 强大的书面、口头和人际沟通能力 能够独立工作并在团队环境中工作 非常注重细节和能力确保承保开发的及时性和质量的组织能力 在工作流程和结果方面达到卓越标准,遵守公司政策和监管合规性 乐于接受反馈,适应变化,有学习欲望并接受持续改进 在压力下工作良好期限紧迫 以团队为导向,建立牢固的工作关系和积极的工作环境 精通 Microsoft Word 和 Excel 英语、普通话和粤语是一项优势。
High School Diploma/GED required, with some college or 1-3 yrs related experience RIBO license, CIP or CAB an asset but not required Proficient on Epic and Applied rating system Experience with multiple markets
系统翻译:
需要高中文凭/GED,具有一些大学或 1-3 年相关经验 RIBO 许可证、CIP 或 CAB 是资产,但不是必需的 精通 Epic 和应用评级系统 多个市场的经验