Implementation Specialist - State National
Core
Coordinate the implementation of new Auto/Real Estate/Flood insurance accounts, managing paperwork, audits, and claims processing across various phases.
Role type
Implementation Specialist
Builds
New insurance account implementations and claims processing workflows
Domain
Insurance
Required skills
Account implementation coordination, New Account Paperwork management, Account Change Requests (ACRs), Audit review and data analysis, Claims processing, Spreadsheet management, Proposal development, Liaison communication
Preferred skills
Insurance industry experience, Microsoft Office proficiency, Mathematics and 10-key skills
Responsibilities
Plan and lead introductory phone calls to accounts, Coordinate completion of New Account Paperwork, Complete Account Change Requests, Set up and maintain implementation spreadsheets, Coordinate weekly implementation meetings, Act as liaison between internal and external parties, Complete audit reviews and provide reports, Monitor notice and binder production, Initiate and process Real Estate and Flood claims
Seniority
Individual Contributor