Insurance Processing Clerk
Competency-based
2
Years
46
Skills
645h
Related instructions
Classroom instruction topics
- Writing Experience
- Intercultural Communication
- Ouantitative Reasoning
- Contemporary Science
- Macroeconomics
- Cultural Connections
- Technical & Business Writing
- Into Accounting
- Intro to Computer Systems
- Strategic Business Mgt
- Principles of Management
- Principles of Marketing
- Business Law 1
On-the-job training
- Understand Insurance Terminology, Organizational Structure and Programs
- Understand Property and Casualty Insurance terms
- Understand structure of Commercial Risk and the Account Manager’s role
- Knowledge of insurance policies for the following types of coverages: Workers Compensation
- Knowledge of insurance policies for the following types of coverages: General Liability
- Knowledge of insurance policies for the following types of coverages: Commercial Auto Coverage
- Knowledge of insurance policies for the following types of coverages: Excess & Umbrella Liability
- Knowledge of insurance policies for the following types of coverages: Property
- Knowledge of insurance policies for the following types of coverages: Inland Marine
- Knowledge of agency management system: Complete EPIC training modules. Understands standard operating procedures
- Has access to and understanding of appropriate carrier websites, CSR24 and INDIO
- Understand Insured Lifecycle and Support Commercial Risk
- Learn and perform various transactions in support of Commercial Risk
- Accurately follow workflows and performs tasks up to standards
- Verify and maintain information in agency management system
- Licensing & Required Learning
- Property & Casualty
- Certified Insurance Service Representative Designation
- Commercial Lines New Hire Learning Track
- Conduct Operational and Processing Tasks with Order, Accuracy and Diligence
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Create binders
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Issue certificates
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Process change requests
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Conduct Prepare invoices
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Close billings
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Apply credits
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Resolve issues
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Prepare premium allocations
- Understands and can preform workflows involved in the client lifecycle. Such items can include but are not limited to: Other related items
- Comply with internal and external standards and requirements for reporting
- Review all material to ensure accuracy of data
- Risk Management
- Understands how and when to use the claims department
- Understands claims process
- Financial
- Understand cash flow in and out of an insurance brokerage and company
- Describe how insurers make money and how multiple functions contribute to success
- Define key performance indicators
- Complete calculations for basic performance measures/ratios
- Understand how various products contribute to profitability and losses
- Understands invoicing
- Compliance
- Understanding of laws which govern regulatory affairs and compliance; and our obligations to them
- Understand how an ethical culture can drive better business results in a company
- Comply with company standards and customer service policies
- Marketing
- Understand the different types of Marketing activities
- Understand what markets are available and which are best for different niches
- Learn about profiling customers by utilizing HubSpot and excel to archive social profiles from past events
- Premium Audit
- Understand the role of Premium Audit in the Underwriting cycle
- Understand Premium Audit processing from planning to audit recap; the systems involved; and the overall workflow
- Understand the various types of audits undertaken and experience at least one type
- Assurex Global
- Understand what Assurex Global is and does and the advantage of belonging to this group
- Leverages Assurex Global resources appropriately
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Made in the USA.