Summary
Create client documents (policies, certificates, and/or riders) for assigned book of business using tools or templates. Review materials, process new, renewal and maintenance requests to client specific documents and distribute with accuracy and timeliness.
Responsibilities
Competencies
Knowledge/Skills Required
Ability to use Microsoft tools; Knowledge/experience with PDF and Word needed (comparing materials)
Strong analytical and problem-solving skills
Detail oriented
Strong writing ability, communication and interpersonal skills.
Good organizational skills with ability to prioritize
Ability to work in a matrix environment
Basic understanding of matrix partner functions and how they interact
High school degree or equivalent required, some college preferred
Prior contracts experience preferred
Keyskills: PDF comparing materials Contracts management