Commercial Insurance Retention Associate
New
RemoteFull-TimeMiddle
Salary$52,000 - $58,000 a year
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Job Details
- Experience
- 1+ year of experience handling administrative tasks, data entry, or high-volume operational workflows.
- Required Skills
- Customer serviceData entryCRMGoogle WorkspaceSlack
Requirements
- Hold a valid RIBO license.
- 1+ year of experience handling administrative tasks, data entry, or high-volume operational workflows.
- Excellent phone and interpersonal skills.
- Ability to translate technical billing issues into clear solutions.
- Sharp attention to detail and ability to multitask in a fast-paced environment.
- Proficiency with Google Workspace, Slack, Zoom, and modern CRM/office software.
- Team-oriented mindset with the ability to take initiative and learn quickly.
Responsibilities
- Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies.
- Assist our broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support.
- Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow.
- Carefully review new billing contract data and audit files to ensure they meet our strict internal guidelines and process standards.
- Recommend process improvements to streamline how we work with financing companies and improve the overall customer journey.
- Monitor Slack alerts, schedule automated client messaging, and jump into clean-up projects to keep our data accurate and reliable.
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