What are the responsibilities and job description for the Insurance Administration Specialist I position at Lockton Affinity?
Your Responsibilities
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- Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to Velocity (agency management system)
- Retrieve emails sent to department email inboxes, attach and label documents into Velocity, create and set work items to appropriate assignees
- Process outside carrier Direct Billed items by retrieving documents from carrier website and submit to client
- Identify, cancel and reinstate outside carrier direct billed policies as needed
- Issue basic certificates of insurance including for Endorsements on behalf of client
- Perform basic Rating functions/tasks to calculate premium amounts
- Attend department meetings, educational workshops, program meetings
- Exhibit a positive “can-do” attitude and be flexible to changing work requirements
- Perform other work related duties as assigned
- High school diploma or equivalent education and/or work experience
- Aptitude for mathematical proficiency.
- Organizational and time management skills to meet time sensitive deadlines and work with a sense of urgency
- Ability to speak, understand and carry out verbal and written instructions.
- Ability to use word processing and database software in an automated office environment.
- Working knowledge of Microsoft Products, i.e. Outlook, Word and Excel
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