Purpose of the Role:
Intogreat Solutions are currently looking for a proactive and detail -oriented Insurance Processing Support professional to join our team. If you're passionate about operational efficiency, have experience in insurance policy process, insurance administration, and thrive in a structured environment, this role is for you!
This position plays a key part in supporting our insurance team by handling essential processing tasks that ensure accuracy, compliance, and smooth day -to -day operations. You'll be a valued part of our back -office support team, contributing to our commitment to excellence in client service.
Renewals
• Review expiring insurance policies and identify upcoming renewals as per renewal report provided. Will work 4 weeks out from policy renewal date.
• Follow specific instructions noted regarding the renewals on the Broker spreadsheet (renewal report)
• Review and consider for the renewal incoming documentation, including policy endorsements, declarations, and other related paperwork.
• Input data accurately into Insight, ensuring completeness and compliance with established procedures.
• Process renewals as instructed by brokers
• Generate processed compliance documents into an email - in draft for the Broker to review and sign off
• Complete body of email as per templates given re renewal for the client - case by case
• Address and raise with the Broker any noticable discrepancies when processing
• Complete remarket of renewal on electronic platforms where possible otherwise seek out manual as per Broker request
• Maintain organized electronic and physical filing systems for policy documentation and records management.
• Follow established workflows and standard operating procedures to ensure consistency and efficiency in back -office processes.
• Communicate effectively with onshore team members and management to provide updates on work progress and address any issues or concerns.
• Renewal mainly tracked within Teams and processed in Insight (minor tracking Insight). Salesforce will act as the place where we charge the Broker for this task and may be used for tracking between offshore and onshore
Debtors
• Generate reminder notice ie statement or final notice based on past due time
• Prepare periodic statements to clients detailing outstanding balances, payments received, and any overdue amounts.
• Match confirmation of payment email with client account - ensure Accounts have reconciled
• Follow up clients via email to follow up on outstanding invoices and overdue payments.
• Set up premium funding arrangements on instruction
• Investigate and resolve discrepancies or disputes related to invoicing and payment issues, liaising with internal teams and clients as necessary.
• Initiate formal debt collection procedures for overdue accounts, following company policies and regulatory requirements.
• Monitor the aging of outstanding invoices and prioritize collection efforts based on the length of delinquency and account status.
• Maintain accurate records of debtor communications, payment arrangements, and collection activities in Insight documents under the relevant transaction
• Prepare regular reports on debtor aging for management review and decision -making.
• Ensure compliance with relevant regulations and industry standards governing debtor management practices.
• Provide timely and professional communication to clients regarding their account status, payment obligations, and debt resolution efforts.
• Identify opportunities to streamline debtor management processes, improve efficiency, and enhance collection outcomes through ongoing evaluation and feedback.
• Debtors mainly tracked within Teams and secondary will be documents in Insight under the relevant transaction. Salesforce will be the place where we charge the Broker for this task but is not required for the tracking side.
• Adhere to confidentiality and data protection policies when handling sensitive information.
• Participate in training and development programs to enhance skills and knowledge relevant to back -office processing tasks and insurance industry practices.
Requirements
What We're Looking For:
• Excellent written and verbal communication skills
• Positive mindset, initiative and ability to work within a team environment. Prompt and responsive
• Proficient working knowledge on O365
• High attention to detail
• Administration experience is desirable
• Effective communication and interpersonal skills
• Excellent organizational and time/self -management skills
• Ability to handle and work under pressure
• Ability to work within a team and autonomously
• Bachelor’s/College Degree at any field
• Must have 2 -3 years minimum AU experience
• Must have Winbeat experience
• Open to both Insurer or Broker background (domestic & commercial)
Benefits
Why IntoGREAT?
Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
Work -Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work -life balance and personal productivity.
Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles
Ready to Shape the Future?
Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!
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