Work-from-home (PC provided), Night Shift. Safety and personal growth in a Great Place to Work-certified business. With Results Coaches, Chief Happiness Officers, and access to tech tools our developers built with the needs of virtual teams in mind.
Your Benefits :
Dual-monitor PC setup for your home
7 Habits of Highly Effective People Training
Your copy of The 7 Habits of Highly Effective People and Little Black Book for Stunning Success
Exceed Institute - Training and tools to help you navigate life and build a rich and connected family life.
HMO coverage from the start date for you and one dependent, for free. With P200K coverage, private room, and P10K reimbursement for medications.
You may enroll up to 4 additional dependents.
24 / 7 access to counselling support for mental health. Our Employee Assistance Program (EAP) will help you thrive amid parenting challenges, stress, or relationship issues.
Free legal advice and financial consultations, also as part of the EAP.
P1,000,000 Life Insurance coverage
10 days leave (Year 1), rising to 15 days leave after Year 1
Welcome gift on your first day + Lunch Buddy program
Monthly Discover You lunch (CEO presentation, leadership training, Values Awards)
Monthly gratitude celebrations & Prizes (Trivia, Talent Night, Personal Development, Acoustic Nights)
Welcome Tea with the CEO and work anniversary celebrations
P5K referral bonus, plus a chance to win P20K
Free coffee for our office-based team
Your Family’s Benefits (Yes, that's right, we care about your family) :
24 / 7 access to confidential counselling support for mental health for 4 family members. Our Employee’s Family Assistance Program will help your loved ones thrive amid personal issues.
Free legal advice and financial consultations for 4 family members, also as part of the assistance program.
Free telemedicine for 4 family members
Personal invites for your family members to our monthly virtual events (and yes, they can win prizes, too)
Project Next Gen - Online schooling support for your children, nieces, nephews, and cousins
P5K referral bonus for your family members
What You Will Do :
Coordinate processing of insurance certificates and evidence of property insurance.
Request and follow up for Additional Insured and Loss Payee endorsements, which include primary wording and 30 days notice of cancellation.
Create and update CIID (certificate insurance issuance document) and HIB 24 / 7 masters as needed and for renewals.
Upload certificate holder-specific endorsements into HIB 24 / 7.
Pull certificate holder lists and forward to Account Manager / Coordinator.
Take responsibility for claims reporting and follow-up (claim # and adjuster name).
Process unrouted attachments in EPIC.
Retrieve online carrier documents and policies.
Process incoming non-money endorsements.
Transmit policies to insured / lenders.
Process MVRs :
Define eligibility and advise Insured.
Add driver as applicable.
Issue auto ID cards.
Request and follow up for vehicle and driver change endorsements.
Manage notices of cancellation.
Take care of special projects, as assigned.
About Your Client :
Your client is a 100 percent employee-owned independent insurance agency with its HQ in California, as well as offices in Oregon, Arizona, Missouri, and London.
They provide clients with commercial or personal insurance, as well as employee benefits packages and wealth management services.
Covid-19 Guidance for Job Applicants :
Our recruitment process has been fully online since March 2020, for the safety of all recruiters and job applicants. All interviews will take place by phone or videoconference.
How to Apply :
Click on the Apply Now button below.
Come join our tribe!
Skills and Qualifications :
Some insurance experience is preferred (Property & Casualty).
Understanding of normal business practices.
Professional demeanor and behavior.
Proven ability to organize and manage time to meet deadlines.
Demonstrated ability to understand and execute oral and written instruction.
Ability to communicate professionally with clients and develop strong client relationships.
Working knowledge of Microsoft products (Word, Excel, Outlook).