This position supports the core Insurance Operations Team. Their roles include ensuring that the information and communication flow between Sayata, carriers, and wholesale broker partners is timely and consistent from submission to policy issuance, as well as aligned with compliance and insurance best practices.
This role requires the ability to handle carrier documents, including quotes, binders, and policies. This includes activities for both pre and post bind such as document generation, and policy reviewing and change requests. This position is critical to successfully support a high-volume book of business to Sayata insurance clients.
Responsibilities::
Responsible for Follow-ups for information from brokers;
Following up for binders, endorsements, and policies from carrier;
Working with Insurance operations managers to solve tasks as assigned;
Requesting loss runs from carrier
Working with Internal development and marketing teams to help to make the system enhancements to drive more usage from our clients;
Additional tasks as assigned.
Requirements:
Knowledge of insurance – a plus
Knowledge of Zendesk – a plus
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