Serve as an Advisor for Underwriting and Billing Inquiries, aiding brokers with intricate issues and providing seamless customer service. Manage transactions and support decision-making processes.
This pivotal role involves assisting brokers and customers in navigating complex underwriting and billing inquiries. You will be responsible for evaluating and approving exceptions, communicating necessary guidelines, and managing transactions not handled through self-service options. Additionally, you will assess risk and escalate unresolved matters appropriately to maintain operational efficiency.
Key Responsibilities:
• Manage approvals for complex underwriting exceptions
• Process billing inquiries and policy changes
• Communicate accommodation outcomes with brokers
• Assess and document risk for advanced scenarios
• Handle referrals with thorough documentation
Requirements:
• 1 year as Insurance Representative required
• 2+ years in Personal Insurance/underw...