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Job Description
PURPOSE AND SUMMARY STATEMENT
This position manages the day-to-day operations of FS Insurance Agency, which includes processing payments and sundry billings; assisting with budgeting, monthly reconciliations, and premium allocations; assigning training, issuing driving exclusions, renewing agency/agent licenses, and Riskonnect data entry.
This position manages the day-to-day operations of FS Insurance Agency, which includes processing payments and sundry billings; assisting with budgeting, monthly reconciliations, and premium allocations; assigning training, issuing driving exclusions, renewing agency/agent licenses, and Riskonnect data entry.
ESSENTIAL JOB FUNCTIONS
Monitors, processes, and uploads incoming certificates of insurance and updates SAP and Riskonnect.
Works with Logistics and Dispatch to clear blocks in SAP.
Assists with Riskonnect data entry, maintenance and updates as needed.
Processes invoices from insurers and service providers.
Invoice GROWMARK Wholesale, Retail Divisions, and Member Companies as needed for services rendered via sundry billings.
Perform a monthly commission reconciliation.
Assist with insurance premium allocations using models.
Update the workers’ compensation file monthly with claims activity.
Collaborates with Canada in calculating the Cooperators Patronage Refund annually.
Maintain the General Liability Sales and Master Payroll files.
Monitor and maintain the licenses for FS Insurance Agency and all of the licensed agents in the Agency.
Assist with developing an annual budget for insurance premiums and commissions for the Agency.
Assign driver training and issue driver exclusion letters as needed. Run MVRs when necessary.
Monitors, processes, and uploads incoming certificates of insurance and updates SAP and Riskonnect.
Works with Logistics and Dispatch to clear blocks in SAP.
Assists with Riskonnect data entry, maintenance and updates as needed.
Processes invoices from insurers and service providers.
Invoice GROWMARK Wholesale, Retail Divisions, and Member Companies as needed for services rendered via sundry billings.
Perform a monthly commission reconciliation.
Assist with insurance premium allocations using models.
Update the workers’ compensation file monthly with claims activity.
Collaborates with Canada in calculating the Cooperators Patronage Refund annually.
Maintain the General Liability Sales and Master Payroll files.
Monitor and maintain the licenses for FS Insurance Agency and all of the licensed agents in the Agency.
Assist with developing an annual budget for insurance premiums and commissions for the Agency.
Assign driver training and issue driver exclusion letters as needed. Run MVRs when necessary.
OTHER JOB FUNCTIONS
Develops professional working relationships with business areas, customers, and vendors.
Improves existing processes as warranted to increase efficiency, transparency, and clarity.
Actively engages with the Risk Finance & Insurance, Safety & Environmental Services, and Safety & Environmental Engagement teams to understand changes that are occurring and contribute to shared objectives as needed.
Develops professional working relationships with business areas, customers, and vendors.
Improves existing processes as warranted to increase efficiency, transparency, and clarity.
Actively engages with the Risk Finance & Insurance, Safety & Environmental Services, and Safety & Environmental Engagement teams to understand changes that are occurring and contribute to shared objectives as needed.