Risk Placement Technician

SUMMARY: The Risk Placement Technician provides essential clerical and administrative support to ensure the accuracy and efficiency of our insurance processes.

LEVEL I: Basic and routine clerical support functions with activities overseen by team members.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provides administrative support to the Risk Placement Team, including handling daily mail, policy maintenance, billing, and commission processing.
• Review insurance applications for completeness and enter client information into the agency management system.
• Communicate with agents, brokerage companies, and internal teams to gather and verify policy information.
• Retrieve and organize policy documents from insurance carrier websites; maintain accurate client records and perform regular file audits.
• Understand and apply various insurance coverages to ensure proper data entry and classification.
• Enter policy limits and coverage details for Certificates of Insurance based on declarations pages.
• Track and manage pending new business and renewal applications.
• Research and resolve client and agent inquiries; escalate complex issues to supervisors or specialists as needed.
• Coordinate with accounting to prepare deposit spreadsheets and assist in processing premium payments.
• Interpret Excel spreadsheets to identify system errors and correct data as necessary.
• Manage multiple workflows efficiently, prioritize tasks, and adapt to shifting demands.
• Support phone operations by answering calls, forwarding messages, and responding to inquiries.
• Assist with the creation of training materials and provide guidance to less experienced team members.
• Verify client memberships and other account-specific requirements.
• Provides excellent customer service to all external and internal customers and maintains a good working relationship with field and Home Office personnel.
• Perform additional administrative duties as assigned.

EDUCATION AND EXPERIENCE

• Level I – High School graduate or General Education Degree (GED) with one-year general office experience.

QUALIFICATIONS

• Ability to operate a personal computer.
• Proficiency in Microsoft Office Suite
• Strong organizational, communication, and customer service skills.
• Experience in an administrative or insurance support role preferred.
• Ability to apply technical materials related to insurance rules, rates, and procedures.
• Ability to learn and adapt to continual changes in products and procedures.
• Ability to multi-task, work independently, and collaborate in a team environment.
• Ability to handle a variety of assignments with accuracy.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, reach with hands and arms, and talk or hear. The employee frequently is required to stand; walk; and use hands and fingers to handle, or feel. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet. Can be noisier due to conversations, phone calls, office and environmental equipment.