Job Description

Work for a company that values you !

Integris Group is a medical professional liability insurance carrier. We put our talents to work protecting dedicated physicians and their practices. Headquartered in Glastonbury, CT, with offices in Jacksonville, FL and Atlanta, GA, we insure health care professionals in 22 states. Our long history of growth and evolution has set the stage for continued success and a very exciting future. We are here to make a positive impact in the lives of our policyholders and the medical community. We offer a challenging and rewarding environment where you can see the results of your hard work. If you thrive in a highly collaborative, mission-driven environment, we invite you to explore the following position.

Job Title: Policyholder Service Specialist (Full Time, Salary)

Job Description

The Policyholder Service Specialist is the key point of contact for the Integris Group in the Underwriting Department. This role is client-facing and requires professional interaction with insureds, potential insureds, brokers and agents, regional sales executives, and Integris Group employees. The applicant must have excellent oral and written communication skills, organized and detail oriented. Must be able to prioritize work and assist in the Underwriting process.

Responsibilities

· Partner with the Underwriting Team to:

o Assist underwriters in the preparation of new and renewal business. This includes preparation of file information, proper documentation, insured requests and filing information within systems

o Review of current insured submission material for accuracy and completion. Verify and ensure data input is accurate and timely during the file preparation and uploading of documents

o Maintain broker, regional sales executive and client relationships, as assigned

o Ensure requests from brokers, regional sales executives, and insureds are completed in a timely manner

o Track renewal and new business to ensure invoices are paid in the portal to avoid cancellation

· Assist in preparing insureds certificates and loss history(s): Help organize by date received and timely process certificates of insurance and loss history requests within 48 hours. Candidate will be responsible for preparing/processing in an effective and efficient manner

· Work with the Finance and Underwriting Departments to assist in managing and communicating with insureds on overdue billing invoices, payment receipts, and general billing information

· Prepare and run standard and various reports for the Underwriting and Business Development Departments

· Perform miscellaneous duties which may include (but are not limited to): project-oriented work for the Underwriting department. Replying to correspondence received, timely completing requests (which may include collaboration with internal parties) from various vendors, brokers, state insurance departments, etc.

· Exhibit strong communication skills and professional communication within the company

· Participate in the training of Associate Policyholder Service Specialists

· Requirements, Tasks, and knowledge will include (but not limited to):

o Customer Service oriented individual

o Phone business acumen: Ability to answer questions regarding Insured’s premiums, payments, general coverage inquiries, certificates of insurance, and if needed, transfer calls to the appropriate department.

o Understanding of insurance policy documents

o Accurate data entry skills

o Ability to prepare and send policy packets regularly as well as organize and prepare envelopes for mailing

o Ensure invoice reports and insured invoices match one another

o Run regular system reports from Dashboards and distribute on schedule accordingly.

Qualifications and Skills

· Associate or Bachelor’s degree preferred

· Underwriting Assistant or Insurance Agency Account Manager experience

· Competent at using MS Office suite of products

· Understanding of insurance information systems (underwriting, billing, etc.) preferred

· Florida agent/insurance broker/producer license preferred

· Excellent time management skills and ability to prioritize work

· Attention to detail and problem-solving skills

· Strong organization skills and ability to multi-task and work independently

· Working knowledge of office equipment such as printers and fax machines

Location

The Company currently follows a hybrid office/remote work schedule:

· Tuesday-Thursday – In office, Jacksonville, FL

· Monday and Friday – Option to work remotely (following completion of 90-day probationary period)

Benefits

As leaders in the healthcare industry, we are passionate about the health and well-being of our employees. We want everyone at Integris Group to feel valued and energized as they work to fulfill our mission. We support employees with generous benefits including:

Health and Well-being

· Medical, dental, and vision insurance

· Employee Assistance Program (EAP)

Financial Rewards

· Competitive salary

· Incentive bonus plan

· 401(k) with company match

· Group life insurance

· Short and long-term disability

income protection

· Healthcare Savings Account

Education Support

· Education financial assistance

Time Off

· Universal paid time off

· Company holidays

Culture

· Charitable giving opportunities

· Team-building events

· Employee recognition

Company Information

Founded by physicians in 1984, Integris Group provides protection and support to help policyholders navigate an increasingly complex healthcare environment. Our Board is comprised of physicians who understand the rewards and challenges of practicing medicine. We are an ally to policyholders when they need it most. 

Please visit our website at for more information.

Integris Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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