Account Assistant

This is a part-time position

About SUI

At SUI, we appreciate and understand the unique challenges of properly insuring and tracking insurance for community banks, auto finance companies and other local or regional lenders or investors. Since 1978, our team has helped thousands of businesses and individuals with insurance and streamlining processes to support their growth and that of their community. Let us help you tailor a program ideally suited to your needs.

Job Summary

The Account Assistant is responsible for providing operational and/or administrative support on accounts. This may include posting funds received, generating quotes, reconciling daily GL reports, managing mail, verifying insurance status, issuing certificates of insurance, cancelling policies, and other customer service.

Duties and Responsibilities

· Reconciling the General Ledger reports for Collateral Protection Insurance (CPI) and Mortgage/Hazard insurance

· Update monthly Surplus Lines totals by state

· Research and reconcile past due premiums and outstanding refund checks, including contacting agents and/or lenders for status updates

· Create and issue flood quotes and applicable sorting by lender

· Organize and generate monthly renewal letters

· Perform call companies to verify coverage or obtain additional information to determine status of lender placed coverage. Accurately and thoroughly update tracking notes

· Consult with more experienced team members as needed to gain knowledge of work situations requiring training and to better understand changes in policies, procedures, regulations, business initiatives and technologies

· Coordinate customer service and support for billing, cancellations, insurance status, and refunds i.e. daily scanning, filing, copying documents, stuffing/folding monthly invoices and outgoing mail

· Coordinate daily cancellation tickets and pull corresponding insurance documentation

· Makes suggestions on improving work procedures

· Maintains appropriate professional working relationships with retail agents, clients, carriers and vendors

· Other related projects as assigned

Qualifications

High school diploma or GED and three years of related experience; some college/university preferred.

If you are a self-motivated, results-oriented administrative professional who thrives in a fast-paced environment, please send your cover letter and resume to our Human Resources department.

EOE - qualified veterans and minorities are encouraged to apply

Please be aware of job scams. Steamboat Group will not make offers without interviewing candidates and we will not ask for personal information until an offer is made.

https://www.really.com/career-advice/finding-a-job/how-to-know-if-a-job-is-a-scam

Job Type: Part-time

Pay: $17.00 - $18.00 per hour

Schedule:

• Day shift
• Monday to Friday
• Morning shift
• No weekends

Application Question(s):

• What is your desired hourly rate?

Work Location: In person

Salary : $17 - $18