Admin Assistant

Job Description

This position is with our SUI division:

At SUI, we protect organizations who lend, support and invest in the community by providing insurance, escrow, compliance, and risk management solutions. We appreciate and understand the unique challenges of properly insuring and tracking insurance for community banks, auto finance companies and other local or regional lenders or investors.

Job Summary:

The Account Assistant is responsible for providing operational and/or administrative support on accounts. This may include posting funds received, generating quotes, reconciling daily GL reports, managing mail, verifying insurance status, issuing certificates of insurance, cancelling policies, and other customer service.

Key Responsibilities:

• Reconciling the General Ledger reports for Collateral Protection Insurance (CPI) and Mortgage/Hazard insurance
• Update monthly Surplus Lines totals by state
• Research and reconcile past due premiums and outstanding refund checks, including contacting agents and/or lenders for status updates
• Create and issue flood quotes and applicable sorting by lender
• Organize and generate monthly renewal letters
• Perform call companies to verify coverage or obtain additional information to determine status of lender placed coverage. Accurately and thoroughly update tracking notes
• Consult with more experienced team members as needed to gain knowledge of work situations requiring training and to better understand changes in policies, procedures, regulations, business initiatives and technologies
• Coordinate customer service and support for billing, cancellations, insurance status, and refunds i.e. daily scanning, filing, copying documents, stuffing/folding monthly invoices and outgoing mail
• Coordinate daily cancellation tickets and pull corresponding insurance documentation
• Makes suggestions on improving work procedures
• Maintains appropriate professional working relationships with retail agents, clients, carriers and vendors

• Other related projects as assigned

Qualifications:

High school diploma or GED and three years of related experience; some college/university preferred.

Why Choose Us?

• Competitive Compensation: Base salary commensurate with experience.

• Paid Time Off: 17 PTO days annually, 9 company holidays, and 2 floating holidays.

• Work-Life Balance: Enjoy a casual dress code and a flexible work environment.

• Career Development: Access to professional growth opportunities and tuition assistance.

• Retirement Savings: Company 401(k) match to support your financial future.

If you are a detail-oriented professional who thrives in a fast-paced environment, we encourage you to apply. Please send your cover letter and resume to our Human Resources department.

Equal Opportunity Employer – We encourage qualified veterans and minorities to apply.