Katapult Network - MN
  • Minneapolis, MN, USA
  • $40,000-60,000
  • Salary
  • Full Time

Full Benefits, Health, Dental, 401K with match


JOB SUMMARY

Communicates with internal/external customers about intermediate underwriting guidelines, policies and marketing initiatives to service customer accounts. Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Utilizes core competencies and skills to maximize customer experience.

ESSENTIAL JOB FUNCTIONS

  • Analyze clarify and resolve intermediate policy and account related questions/transactions from internal and external customers.
  • Reviews problems and communicates with appropriate personnel to obtain information when necessary.
  • Responds to customer inquiries through appropriate mediums.
  • Provides an excellent customer experience by ensuring that policy transactions are issued and changes are processed accurately and in a timely manner.
  • Objectively validates information provided for New Business, Endorsements and Renewal transactions within defined scope of discretion.
  • Develops effective working relationships with assigned agents groups.
  • Includes correspondence, phone calls and e-mail to gather and analyze necessary information critical to the underwriting function.
  • Reviews and evaluates underwriting tools including Real Quest, Dun and Bradstreet, MVRs, websites, product guides, loss control reports, premium audits, ISO loss costs, prior carrier loss runs and cost estimators to gain an understanding of the loss potential and appropriate price for the exposures presented.
  • Processes and inputs all necessary policy transactions through appropriate company systems.
  • Key enters data or prepares worksheets as needed.
  • Computes rates and premiums (including premium refunds) and selects the appropriate declarations, coverage forms, exclusions and optional coverage in order to complete a policy.
  • Prepares invoices, tracking and checking for account status and premium dollars in the Commercial Accounts and/or billing systems.
  • Computes commissions when necessary.
  • Attains performance level standards as outlined in performance objectives.
  • Continues to build personal skill set by participating in in-house or outside insurance/industry related courses/seminars as deemed necessary to expand product/system knowledge.
  • Stays current with relevant product(s).
  • Understands and strives to support the organization's overall strategy.
  • Performs other duties as assigned.

REQUIREMENTS:

  • Bachelor's Degree
  • Excellent time management skills
  • Ability to multi-task and pay attention to detail
  • Business Results: Ability to support the team and grow and learn
  • Communication: Above average written and verbal communication skills.
  • Ability to work independently as well as in a team-oriented environment
  • Candidate qualifications may be reviewed against the requirements for the associated levels of this position's core function

 

 

Katapult Network - MN
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