Business Insurance Client Support

Location: 1 Polaris Way, Aliso Viejo, CA 92656, United States of America; onsite office work

Base salary: $41,200–$76,800 per year, plus potential performance-based incentives

Company

hirify.global provides business insurance services and client account support.

What you will do

• Support Client Administrators and Client Managers in servicing business insurance accounts and maintaining client files.
• Process new mail, monthly installment invoices, policy documents, policy checking requests, and client deliveries.
• Review endorsements, coordinate corrections with carriers and wholesalers, follow up on return-premium checks, and handle billing.
• Process cancellations and reinstatements, complete certificate requests, date off holders, and issue Auto ID Cards.
• Add prospects and clients, update policy data, and create applications in Sagitta; use ImageRight and other required systems.
• Manage team iPads, create Schedules of Insurance, handle special projects, and support Final Audits as experience increases.

Requirements

• Bachelor’s degree, ability to receive the degree within two to three months, or 1–2 years of Property & Casualty industry experience with increasing responsibility is required.
• Valid, unrestricted California Fire & Casualty Solicitors License must be obtained and maintained.
• Proficiency with Microsoft Office, including Word, Excel, and Outlook.
• High attention to detail while working at varying pace, managing multiple tasks, and adjusting priorities.
• Ability to use a computer keyboard, sit in a stationary position for extended periods, and operate office machinery and telephones.
• Ability to establish and maintain effective working relationships with associates and clients.

Nice to have

• AAI, AINS, or INS designation.
• Willingness to pursue continuing education through insurance designations and professional development training.

Culture & Benefits

• Work in a typical interior office environment.
• Health and welfare benefits.
• Tuition assistance and 401(k) savings and retirement programs.
• Employee assistance programs.