We are seeking a dedicated individual with a background in the insurance sector to join our team as a Back Office Executive. While no minimum years of experience are required, candidates should possess a solid understanding of insurance principles and practices. Proficiency in Microsoft Excel is essential for this position. Responsibilities may include administrative duties, data entry, documentation, and potentially tele-calling tasks.

Responsibilities may also include:

Summarizing coverage details carrier-wise for insurance agencies and carriers

Preparing a premium and commission summary table for all quotes which meet clients' proposal requirements

Extracting carrier financial ratings for consideration

Preparation of a structured spreadsheet to allow quote comparison

Populating standard proposal template with the required information

Finalizing the proposal and delivering a printable/presentable format

Receiving, processing, and issuing a certificate of insurance

Managing third-party communication/follow-ups to process requests quicker

Verifying contacts for compliance and following up on non-compliant matters

Renewal of requests and compliance reporting

Processing revised certificates after renewals