The Commercial Lines New Hire Trainer plays a pivotal role in how Oakbridge onboards new Commercial Lines talent... workflows as part of Oakbridge's Go-Live process. Sitting within Learning & Development, this individual standardizes workflows...
policy documents including binders, ID cards, insurance summaries, proposals and certificatesHandle client billing including...
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...
policy documents including binders, ID cards, insurance summaries, proposals and certificatesHandle client billing including...
policy documents including binders, ID cards, insurance summaries, proposals and certificatesHandle client billing including...
coverage solutionsCoordinate and process policy documents including binders, ID cards, insurance summaries...
, Carriers, and underwriters to deliver exceptional service and maintain strong client relationships within Oakbridge... on routine service needsProcess and coordinate Certificates of Insurance, endorsements, policy changes, renewals and other client...
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...