Administrative Skills, Documentation, Insurance, Insurance Documentation, Mail Processing
Lockton Affinity, LLC in Overland Park, Kansas is seeking an Insurance Administration Specialist I. The Insurance Administration Specialist will be responsible for the preparation and issuance of New Business, Renewals, Endorsements, Certificates and other policy documents for specific programs and for transactions with a generally low level of complexity and high repetitive nature.
- Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to Velocity (agency management system)
- Retrieve emails sent to department email inboxes, attach and label documents into Velocity, create and set work items to appropriate assignees
- Process outside carrier Direct Billed items by retrieving documents from carrier website and submit to client
- Identify, cancel and reinstate outside carrier direct billed policies as needed
- Issue basic certificates of insurance including for Endorsements on behalf of client
- Perform basic Rating functions/tasks to calculate premium amounts
OTHER RESPONSIBILITIES:
- Attend department meetings, educational workshops, program meetings
- Exhibit a positive "can-do" attitude and be flexible to changing work requirements
- Perform other work related duties as assigned