Job Summary:

As part of a team, this position will identify complex and multi-functional internal processes and build solutions that are reliable and scalable to work within the size and scope of the Company, ensuring proper integration with custom designed systems. 

Principal Duties and Responsibilities:

• Producing and proofing reports and marketing materials 

• Entry into the Claims System and Plan Profile System; completing all behind-the-scenes steps for clients or potential clients 

• Completes ad-hoc projects as assigned by supervisor and/or carriers 

• Resolves regulatory issues with assistance from supervisor 

• Suggest new solutions to handle unusual issues 

• Communication with Insurance Underwriters, Account Managers, and executive level management 

• Works with Proposals of Insurance and contracts to create underwriter and state compliant certificates/policies of insurance 

• Implements products in online systems by uploading documents and product tables, and testing those in multiple environments 

• Performs other duties as assigned 

Required / Desired Knowledge, Experiences and Skills:

• High School Diploma or equivalent 

• Ability to focus and attention to detail 

• Good organization skills 

• Flexibility and open to changing priorities 

• Experience with Microsoft Suite 

• Good verbal and written communication skills 

• Ability to work as a part of team as well as individually 

• Self – starter able to perform with moderate to limited supervision 

• Ability to communicate with clients and co-workers clearly and concisely 

• Preferred Qualifications include: 

• Associate degree 

• A P&C or L&H license is a plus! 

• Experience in an office or insurance setting is helpful 

• Experience with Creative Cloud programs, specifically InDesign and Adobe preferred 

• Website Testing and API’s experience preferred 

Education/Certifications:

• High School Diploma or Equivalent (GED)
• Associate’s degree preferred

Physical Working Environment:

While performing the duties of this job, the employee is required to stand; walk; sit for long periods of time; use of hands to grasp, handle, or feel; reach with hands and arms; finger dexterity; talk; hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

The above statements are intended to describe the general nature of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of employees so classified.

Trip Mate is an Equal Opportunity Employer M/F/Disability/Veteran