Full-Time

Insurance Operations Associate

Posted on 2/1/2025

American Financial Group

American Financial Group

Entry, Junior

Ocala, FL, USA

Category
Insurance
Finance & Banking
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets

You match the following American Financial Group's candidate preferences

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Degree
Experience
Requirements
  • High School Diploma or equivalent
  • 0 to 2 years of related experience
Responsibilities
  • Performs a variety of routine to moderately complex policy administration tasks in support of the business within established production and quality guidelines.
  • Reviews instructions from agent, underwriter, insured, broker, etc. to understand/determine what is needed to provide quotes, issuances, renewals, endorsements, etc.
  • Computes premiums on quotes, issuances, renewals, audits, endorsements and/or cancellations/reinstatements based on proper rate selection, rules and company procedures.
  • Enters rate, premium and/or policy information into appropriate systems for policy updates/issuance.
  • Maintains file accuracy and completeness.
  • Orders, prepares and/or updates reports (i.e., motor vehicle reports, loss reports, financial reports, loss run requests, etc.) and/or legal notices (i.e., Notice of Cancellation, non-renewal notice, motor vehicle/motor carrier filings, etc.).
  • Sets up and clears submissions.
  • Researches and resolves and/or corrects errors and/or issues.
  • Prepares, assembles and/or issues policy/endorsements and associated documentation.
  • Researches and reconciles premium/billing accounting discrepancies. Responds to premium/billing questions.
  • Utilizes computerized systems for research, tracking, information gathering and/or troubleshooting (i.e., Excel/Word programs, legacy systems, internal systems, third party vendor delivered systems, etc.).
  • Shares and/or conveys routine information via telephone, e-mail, fax, regular mail or in person to underwriters, agents, brokers, reinsurers and/or insureds maintaining a professional demeanor in all situations.
  • May act as a liaison with other departments and facilitate interdepartmental communication.
  • May perform other tasks including support, photocopying, imaging, mail, data entry, and/or supply functions.
  • Demonstrates working knowledge of policies and procedures, as well as the business (including products, coverages, etc.) and organization. Complies with company and regulatory guidelines.
  • Performs other duties as assigned.
American Financial Group

American Financial Group

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