Paralegal

Will help to process claims for clients

Supporting Broker’s production team by providing strong technical expertise and administrative services relevant to account placement and client service activities.

Communicating with clients and underwriters to ensure accurate account information.

Preparing submissions for markets and quote cover letters to clients. Reviewing policies and other documents received for accuracy.

Supporting inputting and updating current client information in all required systems

Preparing accounts for renewal and may solicit new or renewal business as directed by Broker.

Fulfilling assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.

Resolving invoicing issues.

Communicating with Premium Accounting regarding notices of cancellations.

Assisting to confirm claim notifications are sent to the claims department.

Performing basic office duties; filing/copying/printing documents/maintaining files

Preparing reports, submissions, cover letters and review policies for accuracy.

Continual enhancement of industry knowledge.

3+ years of relevant experience in a commercial insurance brokerage or underwriting role.

Relevant wholesale or retail agency/brokerage experience preferred.

Associate’s degree or higher preferred.

Demonstrated understanding of insurance products and services.

Ability to manage workload with minimal supervision.

Critical attention to details.