AssuredPartners

Download Specialist (Remote)

Job ID
2022-10069
# of Openings
1
Category
Field Operations
Office Location
200 Colonial Center Pkwy
Location : Location
US-FL-Lake Mary

Overview

The Download Specialist will work closely with the Product Owners, Insurance Carriers and Agency Team Members, in all aspects of the download process.

Responsibilities

  • Download personalization of the agency management systems
  • Manage the policy download between the insurance carriers and agency management system
  • Manage the integration errors between BenefitPoint and the agency management system
  • Manage the integration between the CRM and the agency management system
  • Manage eDocs and TransactNow logs
  • Manage accounting download logs
  • May be required to work outside of business hours at the end of month to clear accounting errors
  • Communicate with team members to resolve errors that cannot be easily matched
  • Communicate with insurance carriers to resolve errors with the download
  • Work closely with carriers to stream the download, to match how AP wants/needs the data
  • Assist in creating an efficient communication process between the Download Specialist and the agency team members
  • Additional duties as assigned

 

Qualifications

  • 5 or more years insurance retail agency experience; 4 or more years of experience with policy download management
  • Proficient in day to day insurance business and workflow processes
  • Valid Property and Casualty insurance license

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

 

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

 

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

 

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! 

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