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Insurance Processor

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Part-time On-site 40d ago

Location:

Laredo, TX, US

Company:

IBC Bank was founded in 1966 to support small businesses in Laredo, Texas, with a focus on leadership and community engagement.

Summary:

This position supports the Account Executive team in meeting client service needs and includes training for advancement. A high school diploma or equivalent is preferred.

Requirements:

Credentials: high school diploma or equivalent

Job Description:

Insurance Processor

time type
Part time
posted on
Posted Yesterday
job requisition id
R14279
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers, and communities.

This is an in-office position.

Department: 900 Insurance Administration

Job Summary: Supports Account Executive team on essential functions supporting clients' service needs to the agency's quality and service standards. This position includes training to become a full Account Executive.

Job Description:

ESSENTIAL JOB FUNCTIONS

  • Support Account Executive with day-to-day service needs for clients
  • Support Account Executive with marketing for new and renewal coverages
  • Support Account Executive with preparation of summaries of insurance, schedules, loss summaries, proposals
  • Support Account Executive with claim and cancellation activities for client
  • Process Certificates and Evidences of Property with Account Executive oversight
  • Issue Auto ID cards
  • Import/Export/Update Certificate Holder Lists
  • Maintain accurate client data in agency management system (AMS)
  • Request/follow up/complete/deliver client change requests from carriers/brokers
  • Ensure AMS policy, applications, transactions are updated based on changes
  • Prepare policy cancellations/Lost Policy Release forms
  • Notify AE of any cancellations
  • Request Loss Runs for renewing policies 90 days before renewal
  • Request MVRs as directed
  • Create summaries of insurance as directed by Account Executive
  • Quote and issue premium finance notes as directed by Account Executive
  • Input data into AMS to create applications for submissions
  • Complete policy checklists as directed by Account Executive
  • Check audits and prepare for delivery as requested by Account Executive
  • Update AMS and set suspense for audits in progress
  • Pull endorsements and policies from carrier websites
  • Create building valuations
  • Request Experience Mod Worksheets as directed by Account Executive
  • Set up draft renewal proposals for Account Executive
  • Gather Renewal Supplemental applications as directed by Account Executive

SKILLS

  • Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.
  • Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions.

EDUCATION

  • Prefer high school diploma or equivalent
About Us

IBC Bank was founded in 1966 to meet the needs of small businesses in Laredo, Texas. The bank's success is a result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers, and communities.

Wait there's more!

We offer a comprehensive benefits package, based on eligibility, benefits include:

  • Medical Plan
  • Employer Paid Life Insurance
  • Flexible Spending Program
  • 401k
  • Profit Sharing Program
  • Supplemental Benefit Programs such as: Vision, Dental, Disability
  • Tuition Assistance Program
  • Sick Leave
  • Vacation
  • Paid Holidays