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Under general direction, is responsible to perform key functions to achieve goals of the work section or to provide direction and supervision over a group of ...
Under general direction, is responsible for performing advanced professional level accounting work involving the research and analysis of financial transactions ...
Under minimal direction, is responsible for performing moderately complex level auditing work conducting financial, compliance, and performance/operational ...
Title: Allstate Personal Financial Rep. in San Antonio, TX Location: TXSan Antonio Are you an experienced financial service professional looking tospend more ...
We are looking to add a new member to our team to assist in the accounting and analysis of our capitalized software projects. This individual will participate ...
Title: San Antonio Texas Area Personal Banker April/ May Location: TXSan Antonio Citibank delivers a wide array of banking, lending and investment services ...
PERSONAL INVST OFFICER III Job ID: 201260418 Site Name: TXSAN ANTONIOSHAVANO PARK Category: .. FLSA Status: EXEMPT Type: FULL TIME More information about ...
Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the numberone ...
Type: FULL TIME More information about this job Responsibilities
renewal personal lines business. Provide in-house customer service as assigned and requested. Coordinate expirations with producer and/or account executive to obtain renewal and /or business information.
Maintain expiration control log. Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
Check and renewal policies for accuracy in rating, typing, coverage, signatures, and input these transcripts to generate billing invoices. Ensure that these items are delivered and /or mailed to the client.
Receive phone calls from client and companies regarding insurance, claims, or administrative problems, and comply with the request and /or refer to the producer only when necessary.
Maintain a suspense system to follow up on out standing orders, correspondence, reports, and follow up on overdue and suspense items. Be familiar with and follow agency E&O guidelines. Maintain electronic and /or paper files in an orderly, up-to-date manner. Perform special projects at management’s request.
Qualifications
Must be a self-starter, imaginative and creative with good communication skills both verbal and written. Should have thorough understanding of personal lines underwriting and coverage. Minimum two years experience in similar position is desirable. Must be licensed per state requirements. Apply for this job
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