General Responsibilities:

Provides operational support to the UIP team. Collects, reviews, and analyzes data and prepares reports, charts, and other presentation materials utilizing word processing, spreadsheet, or specialized software. Prepares and distributes reports or other communications on a regular schedule. Maintains files, databases, and archives of relevant records. May screen calls and responds to or routes inquiries from external or internal sources with appropriate correspondence or other messaging. 

Specific Duties May Include Any or All of the Following: 

  • Field incoming calls and transfer to the appropriate person 

  • Base level underwriting support tasks for either or both programs in the office 

  • Accounting support including setup and payment follow up 

  • Conduct quality control audits of underwriting staff 

  • Surplus Line Tax and Fee compliance  

  • Support IT on software migration project 

  • Broker appointment & compliance 

  • Other duties/projects as assigned in support of the overall operation 

What you will need: 

  • Strong work ethic and attention to detail 

  • Ability to prioritize and multitask in a fast-paced environment 

  • Excellent written and verbal communication skills 

  • Team Player Attitude! 

What we would like you to have:  

  • Associate degree or certificate program in business, accounting, or finance 

  • Experience working in an insurance office or agency 

  • Experience or education in auditing and/or accounting 

Knowledge of Software Required or Can Learn

  • Applied EPIC

  • Trello

  • Policy Admin System

  • Avaya

  • Microsoft Office 365

The Details:

This role is full-time, performed Hybrid on location in Phoenix, Arizona 7:30-4:30 M-F with WFH two days a week. We offer Paid Time Off, nine paid holidays off, and your birthday off with pay. For each employee we provide company paid life, STD, LTD, AD&D, and vision insurance, as well as company assisted health and dental insurance. Life and health buy-up options and/or family coverages are available. We also offer a 401(k) with a company match and companywide bonus schedule.  

Candidates offered a position must be able to pass a background screening.

 

Please submit your resume below!

Thank you