Insurance Technician – Veterinary-Focused

Role Overview

• Maintains and updates log of all renewal PIS business within the team in the respective system: Quote Tracker and Synergy CRM.
• Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies.
• Determine proper renewal tract with carriers to each policyholder.
• Handles communication with insurance carriers throughout the renewal process.
• Creates Pearl branded quote documents and payment instructions for all PIS renewals.
• Reviews and processes money mail orders for renewal business (checks for accuracy and completeness).
• Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary.
• Issues policies and processes invoices to ensure payments to carriers are on time and in full.
• Provides mid-term servicing of policies, including cancellations, reinstatements, and endorsements.
• Facilitates communication with carriers regarding policy and coverage questions during and after the renewal process.
• Participates in monthly team meetings and provides feedback on process improvements.

Requirements

• High school diploma or general education degree (GED).
• 1-3 months related experience and/or training; or equivalent combination of education and experience.
• Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23).
• Knowledge of Microsoft Office products required.
• Experience in the veterinary industry preferred.