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Career Opportunity for Document Specialist

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Job Opening Overview

The Placement and Billing team plays a vital role in end-to-end account servicing. The team acts as the primary documentation and billing unit, providing brokers with essential information to service accounts promptly.

This role involves document creation before and after placing business, generating invoices on behalf of the broker, and delivering final policy documents.

Key Responsibilities:

  • Document preparation and submission
  • Billing and invoicing
  • Policy document delivery

Required Skills:

  • Strong communication and documentation skills
  • Attention to detail and organizational abilities
  • Ability to work independently and as part of a team

Benefits:

  • Ongoing training and development opportunities
  • A supportive and collaborative work environment
  • Competitive compensation package

What We Offer:

  • A dynamic and growing organization
  • A chance to contribute to a team's success
  • A sense of fulfillment and purpose