, and other employee status changes Coordinate eligibility changes with insurance carriers and benefit administration platforms to ensure... & Documentation Accurately document all interactions and service workflows in the agency management system Coordinate with back-office...
coverage solutionsCoordinate and process policy documents including binders, ID cards, insurance summaries...
policy documents including binders, ID cards, insurance summaries, proposals and certificatesHandle client billing including...
internal resourceProvides clear, accurate general information regarding Oakbridge services and processes while adhering...
insurance clients. This includes marketing, underwriting coordination, proposal delivery, binding, billing, and policy... maintenance in Applied Epic. The role requires strong organizational skills, strict adherence to underwriting and agency standards...
The Assistant Controller supports the Controller in overseeing accounting operations, financial reporting, and the month-end close process. This role serves as a key business partner across the organization, building collaborative relations...
coverage solutionsCoordinate and process policy documents including binders, ID cards, insurance summaries...