Insurance Associate Job Description

Insurance Associate Job Description

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Insurance associate provides auto insurance identification cards, short term disability, life insurance applications, evidence of insurability forms, and certificates of insurance.

Insurance Associate Duties & Responsibilities

To write an effective insurance associate job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Valid Property & Casualty License Preferred
Assist in developing and implementing global and regional insurance and risk financing programs
Work with multiple entities (Affiliates, Subsidiaries, Joint Venture Partners) in the review and procurement of new and existing insurance programs
Establish, Implement and monitor standard insurance processes and procedures which are consistent with Company’s global standards
Gathering and interpreting complex corporate risk financing data to support insurance programs and other risk retention strategies
Assist in the coordination and quantification of claims data to support insurance programs and other risk retention strategies
Assist with claim development and collection processes
Review local contracts supporting business operations for insurance and other contractual requirements, providing guidance consistent with Company’s global standards
Prepare or support the preparation of presentations/communications directed to senior management team, on insurance and risk related issues
Manage insurance brokers and other vendors supporting insurance programs

Insurance Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Insurance Associate

List any licenses or certifications required by the position: CPA, CE, PM, CPCU, ARM, BOC

Education for Insurance Associate

Typically a job would require a certain level of education.

Employers hiring for the insurance associate job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Accounting, Education, Business, Finance, Associates, Business/Administration, English, Technical, Economics, Management

Skills for Insurance Associate

Desired skills for insurance associate include:

Competitors’ products
Of our Personal Lines and Auto products
Our systems and procedures
Microsoft Office Suite and has an ability to navigate through multiple systems without assistance
Personal computer applications
ICBC & private auto products
MS Excel and MS Word
Branch sales and service processes
Dental
Disability Group Insurance products

Desired experience for insurance associate includes:

Travel domestically and internationally to interface with local operations, insurers
Must have experience drafting motions and pleadings, attending and defending depositions, draft and respond to discovery
High School Diploma or GED with a minimum of 2 years’ related customer service work experience or equivalent military experience
The Professional Liability insurance coverages (inclusive of various D&O and E&O programs, Employment Practices Liability, Fidelity/Fraud, Cyber, Fiduciary ) represent $2.3B in limits procured, $38mm in premium spend annually and ~200 insurance contracts
Assist department members with building out expertise and handling of specific deal transactional insurance placements in response to increased demand emanating from the firm’s Merchant Banking Division and Special Situations Group
Undertaking detailed analytical research on major public debt issuers in the Insurance sectors in Greater China

Insurance Associate Examples

1

Insurance Associate Job Description

Job Description Example
Our company is hiring for an insurance associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance associate
  • Conducting analytical reviews with management teams of rated issuers and making written and oral presentations to rating committees,including rating recommendations
  • Develop an understanding of the client's business, and become an Insurance industry specialist to understand client specific needs
  • Provide support to Sales Representatives as needed
  • Provide mortality study analysis and recommendations to the Director, Actuarial Services on new business opportunities
  • 3 to 5 years of pension and/or life insurance experience in either a pricing, product development or valuation role
  • Solid technical and analytical skills with strong problem solving ability
  • Ability to work effectively independently and as part of a virtual team
  • Knowledge of the UK Longevity Insurance market is a definite asset
  • Work with Safety Managers on major incidents
  • Responsible for processing Medicare Advantage and Prescription Drug Plan (MA/MAPD/PDP) enrollment applications and member maintenance requests using ikaMedicareGateway
Qualifications for insurance associate
  • Deep knowledge of different aspects of the Indian banking Industry including market structure, key business drivers, competitive landscape, current trends, regulatory environment, key innovations in the market place
  • Ability to work independently, lead large small engagements
  • BA/BS in Accounting from an accredited school required
  • 2-6 years of experience in public accounting - National or Large Regional Firm preferred
  • Thorough knowledge of the tax process and preparation required
  • Strong technical knowledge in general corporate taxation including tax provision preparation and analysis required
2

Insurance Associate Job Description

Job Description Example
Our company is looking for an insurance associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for insurance associate
  • Make outbound calls to potential members to clarify missing or incomplete information
  • Utilize Center for Medicare and Medicaid’s (CMS) MARx system to verify eligibility and research beneficiary demographics
  • Key membership elections and enrollment applications into ikaMedicareGateway system
  • Update demographics and other membership information from paper correspondence and telephone call documentation
  • Make outbound calls to health plan members to clarify missing or incomplete information
  • Research incomplete and missing information by utilizing several internal systems such as PRISM, MARx, ikaMedicareGateway and Content Manager
  • Update member demographics and track members through the Out of Area Process
  • Identify complex or out of compliance cases for escalation
  • Perform quality check of pending membership correspondence for completeness and accuracy
  • Other duties related to membership as assigned
Qualifications for insurance associate
  • Demonstrated proficiency with electronic tax research tools such as RIA and CCH, and MS Office applications such as MS Word, MS Excel, MS Outlook, and MS PowerPoint preferred
  • External audit experience preferred
  • 2 to 6 years of professional level accounting experience required
  • CPA license in good standing is preferred
  • Ability to travel to client site for engagements required
  • University degree or work equivalency
3

Insurance Associate Job Description

Job Description Example
Our company is hiring for an insurance associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance associate
  • Data compilation and verification
  • Fact finding and information gathering for solutions
  • Provides subject matter expertise to internal and external parties with respect to several insurance coverages including
  • Drafting pleadings and briefs
  • Preparing correspondence to colleagues and clients
  • Analyzing insurance policies, drafting coverage opinions and providing coverage recommendations for clients
  • Conducting legal research using Westlaw/Lexis/Nexis
  • Drafting interrogatories and document demands
  • Reviewing document collections in preparation for litigation
  • Attending depositions, hearings, and mediations as required
Qualifications for insurance associate
  • Understanding of audit services with knowledge of GAAP
  • Perform substantive testing and analytical review procedures documentation of internal control systems
  • 0-3 years of customer service experience, data entry experience or working in an office environment
  • Three (3) or more years of experience in finance, accounting and/or professional client services role
  • Strong analytical and basic research skills related to the retrieval and organization of high volumes of information, especially financial data
  • Solid organizational skills especially ability to meet project deadlines
4

Insurance Associate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of insurance associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance associate
  • Report environmental claims as appropriate
  • Verify renewal invoices and additional and return premiums due to policy adjustments
  • Promptly respond to internal and external clients’ inquiries pertaining to coverage, claims issues, in a professional and polite manner
  • Good writing skills to be used in preparation of routine correspondence, memos, letters, and emails
  • Serve as the day-to-day contact person for a portfolio of clients operating within the Insurance sector
  • Manage client work flow through proactive communication with client personnel, appropriate delegation to staff, and proper planning with senior managers and partners
  • Review and complete tax working papers for income tax compliance and tax provision engagements
  • Ensure tax engagements have been performed in accordance with Firm and professional standards, and within the scope of the engagement letter
  • Research client and industry specific tax topics
  • Identify and implement tax planning opportunities that emerge from compliance engagements
Qualifications for insurance associate
  • Should know function of all the process in Conifer
  • Should be flexible to work in any shift
  • Understands team objectives and service requirements -Supports team to achieve goals
  • Monitor and review of daily OFAC to comply with U.S. Treasury Department’s prohibition against doing business with Specially Designated Nationals
  • Review of legal documents referred by other departments and perform various policy searches
  • Investigates, researches and responds to complaints from consumers, state insurance department and other legal entities
5

Insurance Associate Job Description

Job Description Example
Our innovative and growing company is looking for an insurance associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance associate
  • Assist senior management of the practice in due diligence efforts and client pursuits
  • Exhibit a high degree of accuracy and attention to detail in all documentation and correspondence
  • Accurately process insurance accounting transactions, which may include, processing inbound receipts relating to premium and loss recoveries and outbound payments for reinsurance and claims settlements
  • Participate in Accounts Receivable projects
  • Support multiple external sales professionals with prospect research, solutions development, sales management, and ongoing client support
  • Responsible for executing against sales ideas & campaigns
  • Key contributor to collaboration opportunities across channels and geographies
  • Initiate outbound marketing phone calls and emails to prospects/consultants to schedule meetings, represent and provide information on firm strategies, gather market intelligence and initiate the next step of the sales process
  • Assist employees and managers with questions and issues relating to Workers' Compensation claims
  • Maintain the Claims database, which includes claims for various insurance lines
Qualifications for insurance associate
  • Insurance replacement/claims/Body shop related work experience is a plus
  • An interest / understanding of thefinancial
  • Work directly with agents to satisfy requirements for the client’s Life New business and/or Policy Holder team
  • Position can involve work with both new business and policyholder services (PHS) items
  • This position will involve an estimated mix of roughly 80% processing oriented actions and 20% phone oriented actions
  • Follow up on outstanding requirements via numerous methods (phone, email, mail, fax)

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