Position Overview:
The Insurance Service Coordinator partners with several departments; Underwriting, Agency, Account Services and Product Development to maintain accounts and support new business development with a focus on excellent internal and external customer service. This position is designed to grow with the organization and provides an opportunity to work closely with customers. Successful Insurance Service Coordinators are deadline driven, process focused, and have a strong desire to learn the specialty insurance business and apply that knowledge for the success of the enterprise.
Essential Functions:
- Perform a required high volume of insurance-related tasks within required timeframes to meet assigned deadlines
- Collaborate with Underwriting team using problem-solving service capacity
- Adapt to change; respond to customers and internal business partners with a sense of urgency
- Completion of policy verification, updating changes, monthly renewal set-up, creating policies, and Acord form creation
Knowledge, Skills, Abilities:
- Basic knowledge of Underwriting; Conceptual knowledge of Property Casualty Insurance Operations
- Process driven; policy verification, updating changes, monthly renewals set-up, creating policies, and Acord form creation
- Strong Computer skills. Proficient in Microsoft Office Suite
- Critical thinking and problem solving; Analytical ability
- Customer focus with a service mindset
- Detail oriented; delivers work on-time
- Self- starter; quick learner, organized
- Team oriented; creates positive working relationships
Job Requirements:
Required:
- High School Diploma or GED
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
- 3-5 years in Customer Service role within property and casualty insurance company, agency, or brokerage
- Producers License
Work environment & Physical Demands
- Inside climate-controlled office building
- Ability to lift 25lbs
- <10% Travel
- Prolonged sitting and using a PC
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Department Overview
The Underwriting Team is a group of HAI Group subject matter experts with deep knowledge of the products and insurance forms; fully utilizing industry knowledge. The team is customer focused and applies their business knowledge to all interactions with members. The team effectively manages its time and workflow to support the needs of customers and the enterprise. The team works closely with the Underwriting, Account Services, and other departments to provide a high level of services/products to the members.
Company Overview
HAI Group is the nation’s leading property-casualty insurance company founded by and dedicated to affordable housing organizations. While we are recognized as a pioneer of affordable housing insurance programs, insurance is not our only strength. We protect, preserve, and promote the sustainability of affordable housing with an array of products and services that support the challenges housing organizations face. Besides insurance, we offer risk management services, online training, and consulting services used by more than 1,500 housing organizations nationwide. Headquartered in Cheshire, Connecticut, HAI Group® was recognized as a Top Workplace in 2020, 2021, 2022, 2023 and 2024.
Cultural Objective
HAI Group contributes to a culture that creates a safe and healthy working environment and a space of inclusiveness and belonging for all by: exceeding our customers’ expectations, working collaboratively across the organization, embracing diversity, and demonstrating mutual respect and empathy.
HAI Group Benefits and Perks
- Bonus program eligibility
- Annual merit program
- Outstanding 401(k) program and non-elective contribution
- Flexible work schedules
- Generous paid time off, paid volunteer days and paid holidays
- Medical, vision and dental Insurance
- Company paid life, AD&D, short-term disability, and long-term disability coverage
- HSA, FSA and dependent care options
- On-Site wellness: Full gym and locker rooms, wellness initiatives, outdoor basketball and tennis court, picnic pavilion area
- Tuition reimbursement and loan repayment
- Professional development
- Community outreach
(Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions)
HAI Group is an Equal Opportunity Employer.
