Supports program management activities for new business, renewals, and audits by reviewing submissions, coordinating with brokers and stakeholders, tracking CRM activity, ensuring accurate documentation, invoicing captive premiums, and meeting service-level deadlines. Provides customer service to clients, brokers, fronting companies, and service providers while maintaining accurate company systems and records.
Support Program Management team in the review and evaluation of new business, renewal submissions and audits. Work with brokers regarding any outstanding and/or incomplete new business and renewal submission activity. Support member development activities by tracking activity in company CRM system.
EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalency in a related discipline and at least two (2) years of experience in the insurance industry.
SKILLS/COMPETENCIES REQUIREMENTS:
- Communicating effectively within the Captive Support Team and with the Program Management Team to ensure deadlines are met and the proper information is obtained
- Ability to work independently and communicate activities/outcome with team
- Responsive to assignments and communication on status
- Strong technical aptitude including a high proficiency in Microsoft Office
- Understand company required information systems
- Excellent written and verbal communication skills
- Organization; planning and prioritization skills
- Strong analytical skills; problem solving and judgment
- Intellectual curiosity to build an in-depth understanding of insurance and risk management
- Commitment to meeting customer service demands
- Positive attitude and commitment to support business culture
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Review, prepare and submit documents for new and renewal business and audits.
- Accountable for ensuring information is complete and accurate
- Communicates with various stakeholders and members to ensure that submissions are reviewed effectively
- Adhere to the various service level agreements for new business, renewals and audits
- Responsible for invoicing of captive premium
- Provide superior customer service to clients, brokers, fronting companies, and various service providers
- Assure company systems are accurate and up-to-date
- Commitment to company values
PRIORITIES: Accuracy, Timeliness, Broker-Service Provider-Client Relationships, Positive Team Attitude
Qualifications Education Required Bachelors or better. Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Captive Resources Itasca, Illinois, USA Office
1100 Arlington Heights Rd, Itasca, IL, United States
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