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Trucordia

Underwriting & Claims Assistant

Posted 9 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Bozeman, MT
Entry level
In-Office or Remote
Hiring Remotely in Bozeman, MT
Entry level
The Underwriting and Claims Assistant will manage financial underwriting collections, assist with underwriting and claims projects, pre-screen new business, and handle research and administrative duties.
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Company Description

Extraordinary opportunity. Exceptional experience.

At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

  1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
  2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
  3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
  4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
  5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

 

Job Description

With over 9,000 clients, Trade Risk Guaranty (TRG) a Trucordia company, specializes in innovative insurance and Customs bonds for international trade. We are looking for an Underwriting and Claims Assistant to come join our team! 

  • 30% - Financial underwriting collections for renewal, mid-term, red flag, and interval accounts; including further underwriting follow up, and customer service notifications. Financial underwriting collections on claims accounts as experience allows. 
  • 40% - Assist Underwriting management  in various projects and collateral notifications, including but not limited to sufficiency project, se/ee/tib projects, ILOC non-renewals, ILOC release requests, ILOC cancellation notices. Assist Claims management in handling of bond claims notifications and processes.
  • 25% -  Pre-Screen new business, bond modifications, and claims accounts. 
  • 5% - Research & Administrative duties

Qualifications

  •  Strong communication skills; ability to communicate clearly and build client relationships effectively by e-mail and telephone.
  •  Exceptional customer service skills. 
  •  Ability to communicate and contribute effectively as a team member. 
  • Willingness and ability to research and problem solve
  •  Ability to quickly become knowledgeable about the international trade industry and TRG products and services
  •  Ability to be extremely detail-oriented, maintain accuracy, and meet deadlines while working in a fast-paced team environment 
  •  High level of comfort and competency using standard PC and basic software programs, including Outlook e-mail and INFOR CRM
  • Ability to be professionally assertive and hold people to deadlines
  •  Ability to take initiative and be accountable for work without frequent supervision: take ownership for quality and timeliness of work, and be self-motivated to follow through as needed
  •  Ability to work while maintaining a high degree of confidentiality; position requires high level of personal integrity and trustworthiness

Additional Information

Please see our company Benefits:

  • Medical, Dental, Vision 
  • Life and AD&D insurance
  • FSA / HSA
  • Commuter & Child Care FSA
  • Cancer Support Benefits
  • Pet Insurance
  • Accident & Critical Illness
  • Hospital Indemnity
  • Employee Assistance Program (EAP)
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Top Skills

Infor Crm
Outlook

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