Sales and Service Administrator

Are you someone who is motivated by providing excellent customer service and driven by contributing to success and growth? We have an exciting opportunity for client-focused administrator to join our close-knit team as a Sales and Service Administrator. We invite you to apply and grow your career with a company that is invested in the development of our employees. 

Your focus

Administration:

• Implement new business by issuing new policies and setting them up on applicable systems.
• Process mid-term and policy changes.
• Handle renewals by reviewing renewal data, calculating premiums, and inputting data into systems.
• Prepare endorsements, invoices, summaries, and related materials for brokers/clients.
• Re-issue contracts as necessary.
• Contact brokers/clients regarding outstanding renewal, premium, and administration issues.
• Assist brokers/clients with policy implementation, interpretation, administration, and claim requirements.
• Respond to client phone calls and email inquiries.
• Provide sales support functions as needed.
• Perform basic office administration tasks, including ordering supplies.

Underwriting:

• Review and evaluate risk, and analyze specifications for non-complex quote requests.
• Prepare and issue new business proposals and other quote documents.
• Conduct renewal analysis of in-force policies and prepare renewal notices requesting renewal information.

Miscellaneous Tasks:

• Generate periodic experience reports for special accounts.
• Assist the Compliance team and brokers with licensing requirements.
• Provide administrative support to other team members as needed.

Is this you?

• High School Diploma and Business Administration Diploma/Certificate or related experience.
• 3+ years of experience in group or special markets insurance is ideal!
• Organizational Skills: Strong organizational and time management skills to keep everything on track.
• Analytical Skills: Excellent analytical abilities to solve problems and showcase innovative skills for evaluating, improving, and implementing solutions.
• Technical Skills: Advanced working knowledge of Windows-based applications (Outlook, Word, Excel, PowerPoint, Access).
• Attention to Detail: Detail-oriented and thorough in your work.
• Communication Skills: Strong interpersonal communication skills and excellent verbal and written communication abilities.
• Customer Service: A customer service-focused approach with a professional manner.
• Attitude: A positive attitude and a willingness to do whatever it takes to get the job done.
• Pressure Handling: Ability to work well under deadline pressure.
• Confidentiality: A sense of urgency and confidentiality.
• Teamwork: Ability to work closely with others as a team player.

What iA Offers:

• We value and encourage our employees to have a good work life balance and so on top of vacation.
• A medical and dental plan for our employees and their dependents as well as a Health Spending Account to cover costs not covered by our plan.