Montana and Other States Coverage (OSC) UW

Provides primary support to underwriters, agency producers and staff and business owners by processing policy applications and writing new and renewal business and assisting in all aspects of Work Compensation through critical thinking, anticipation of unintended problems, analyze underwriting issues and generate solutions for inquiries.• Partners with MSF Underwriters to evaluate, assess and strategize prospects for new business and targets for renewal business.• Assists in review of anticipated risks, hazards, and losses to support pricing decisions of underwriting decisions for each policyholder in accordance with Montana State Fund Guidelines and Procedures, and NCCI Basic Manual.• Analyzes organizational data using Insurance Intelligence and other tools to advise team members, underwriters and operations leadership of necessary actions.• Proactively manages an assigned book of policies by completing activities and tasks to ensure timely and accurate policy information is utilized for rating purposes• Demonstrate increasing ability to successfully coordinate service team activities with underwriter during account management and enhance customer experience to achieve new business and retention goals.• With limited oversight, manage risk performance through coordination with the necessary expert resources to assist in policy assessment, policy documentation and loss control resolution.• Researches and analyzes underwriting factors related to policy applications including appropriate coding, loss history, classification code, and interacts with policyholder, agent or representative on policy price, renewal status, and audit results. Coordinates with assigned underwriter and/or underwriting services on complex issues.• Serves as a liaison to marketing staff on a limited basis.

Provide excellent customer service with external customers including National Council on Compensation Insurance, Zurich North America, agency partners, and corporate officers and directors; and interacts with internal resources including underwriting support services staff, and financial and legal departments.• Research and analyze policy applications for MSF Coverage as well as Other States Coverage through Zurich by reviewing them for appropriate class codes, and loss history, while working closely with underwriters to provide policyholders or agents policy pricing, renewal status, and audit results.• Maintain policies by completing audits, payroll reports, and various policy documents while identifying and resolving routine complicated policy matters by anticipating unplanned problems.• Contributor on the Policies and Procedures Group giving vital input into how we process various tasks and finding more efficient and effective ways of doing our daily work while also following strict industry rules and standards.• Member of the BEAT Team providing leadership and assistance during any incident, emergency or disaster, through safe evacuation of the premises, sheltering-in-place, as well as safe assembly and accountability.• CSS representative at several policyholder events, to include traveling to locations to deliver dividend checks and holiday gifts, and agency Meet and Greets.

Provide information to the public, various state agencies, and customers regarding the statutory requirements for Worker’s Compensation, and Independent Contractor Exemption Certificate and Construction Contractor Registration application processes. Maintain a customer oriented, professional relationship between the Bureau, the public and the other agencies involved. Initial review of Construction Contractor Registration Certificate applications, enters demographic information into database, verifies completeness and accuracy, flags and verifies missing information, uses other State databases to verify information on application, and routes applications for processing. Handle all incoming mail, date stamps and routes appropriately. Process incoming documents to determine status of pending application or renewal and either approve, suspend, or deny applications based on information received. Scan all docs received, walk-in applications, and ICEC/CR renewals/applications. Notarize IC applications for walk-ins. Compare Secretary of State information with pending applications. Collect payments from walk-in applicants, keeps a daily record of payments received and coordinates with Accounting Bureau to make sure payments are recorded accurately for each applicant. Maintain retention system for files assuring they are retrievable, maintained, and purged as necessary.

SILVERLAKE HOMEOWNERS ASSOCIATIONAssistant Community Manager for a 2,815 home community and 214 acres of commercial property, helping to oversee the homeowner's associations. Worked alongside the Property Manager and Board of Directors to ensure the community and its residents are up to standard and in compliance with the rules and regulations of the association. Had daily interaction with the community attorney as well as acted as managing representative for court hearings when needed, to include testifying in court for the Association. Managed community clubhouse rentals and association website. Performed monthly site inspections of all residences, community common areas, and commercial strips. Worked with contractors to get bids on various projects within the community. Assisted homeowners inquiring about deed restrictions, regulations, and account information. Created Standard Operating Procedures for new hires and assisted with the training of replacement

SILVERLAKE HOMEOWNERS ASSOCIATIONSILVERLAKE HOMEOWNERS ASSOCIATIONAssistant Community Manager for a 2,815 home community and 214 acres of commercial property, helping to oversee the homeowner's associations. Worked alongside the Property Manager and Board of Directors to ensure the community and its residents are up to standard and in compliance with the rules and regulations of the association. Had daily interaction with the community attorney as well as acted as managing representative for court hearings when needed, to include testifying in court for the Association. Managed community clubhouse rentals and association website. Performed monthly site inspections of all residences, community common areas, and commercial strips. Worked with contractors to get bids on various projects within the community. Assisted homeowners inquiring about deed restrictions, regulations, and account information.

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