Agency and Client Management Assistant (EPIC)

JOB DESCRIPTION

Surplus Lines Operations Specialist

Chubb is the world's largest publicly traded property and casualty insurer.

With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.

The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

Chubb Insurance Solutions Agency, CISA, is a Chubb-owned agency licensed in all 50 states.

CISA provides managed access to Chubb for agents who do not have a full appointment and administers other innovative programs designed to efficiently obtain business through non-traditional distribution methods.

CISA distributes a wide variety of middle market products, including Property & Casualty, Management & Professional Liability, as well as Accident & Health.

CISA is one of Chubb's largest and fastest growing distributors.

The agency serves as a platform for innovative ideas in the areas of remote & digital marketing, alliance sales, and unique distribution challenges.

Key Responsibilities Include:

CISA Surplus Lines Agency Bill support:


* Surplus Lines Agency Bill invoicing, creating invoices, follow up, and research needed to ensure payments have been made


* Surplus Lines client creation in two agency management systems, ensure all documents are attached and appropriate notes are entered.


* Keep track of quarterly installments, ensuring each bill goes out correctly and on time.

CISA Surplus Lines Administrative Support


* Management of the Surplus Lines email box, distributing emails to underwriting, account executives or PRS operations


* Researching agent codes and contact information on all renewals


* Request new surplus lines codes, if needed

CISA Group Personal Excess Support:


* Review GPE mailbox and distribute as appropriate.


* Send annual GPE certificates to policy participants.


* Work in PayPal to create invoices and send to individual participants.


* Deposit GPE CISA checks


* Email GPE renewal offers.

Customer Service Support:


* Apply critical thinking and decision-making skills to achieve service goals.


* Respond to agents/customer requests.

QUALIFICATIONS

Qualifications:


* Experience

ABOUT US

Chubb is a world leader in insurance.

With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.

The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations glob...