HAI Group

HAI Group

Insurance Operations Specialist

Cheshire, CT

No sponsorshipDetected 14 days ago
ComplianceCRMAccount ManagementBusiness DevelopmentExcelProcess ImprovementCustomer SupportLeadershipCommunicationCollaborationProblem SolvingMentoringUnderwriting

About the role

  • Essential Functions - Process and submit applications, binders, policies, and related documentation using AMS, CRM, DocuSign, OneShield, carrier portals, and legacy systems.
  • Duties, responsibilities, and activities may change at any time with or without notice.
  • The team is responsible for the accurate, timely, and compliant execution of insurance transactions throughout the full policy lifecycle, from new business intake through renewal, endorsement, and policy maintenance.

Responsibilities

  • Obtain, validate, and manage loss runs to support underwriting and renewal decisions.
  • Perform and validate premium breakdowns for less complex accounts; new, renewal, and mid-term transactions.
  • Compile, quality-check, and issue binders, policies, certificates of insurance (COIs), and related documents.
  • Manage renewal workflows through quoting, binding, and issuance to ensure timely completion per SLA agreement.
  • Maintain attention to detail and data integrity while managing a high-volume workload with competing priorities.
  • Act as a primary collaboration contact with underwriting teams, account executives, business development, carrier underwriters, brokers, and external partners on assigned accounts and issues
  • High school diploma with some prior experience in an insurance support role.
  • Proven ability to work independently, manage competing priorities, and adapt to changing demands.
  • Inside climate-controlled office building

Requirements

  • Associate's or Bachelor's degree preferred
  • Proficiency with computers and office software, i.e. Word, Excel, Web portals, insurance systems
  • Must be legally authorized to work in the United States without the need for sponsorship now or at any time in the future

Compensation

  • Annual merit increase program

Benefits

  • Prepare and deliver detailed quote comparisons, coverage summaries, and supporting documentation for internal teams, producers, and carriers.

Company info

  • https://resources.haigroup.com/hubfs/2023-HAI-Notice-of-Collection-Employees_1099_Applicants.pdf
  • HAI Group® is a marketing name used to refer to insurers, a producer, and related service providers affiliated through a common mission, management, and governance.
  • Property-casualty insurance and related services are written or provided by Housing Authority Risk Retention Group, Inc.; Housing Authority Property Insurance, A Mutual Company; Housing Enterprise Insurance Company, Inc.; Housing Specialty Insurance Company, Inc.; Innovative Housing Insurance Company Inc.; Housing Investment Group, Inc.; and Housing Insurance Services, Inc. (DBA Housing Insurance Agency Services, Inc. in NY and MI).

Visa & Work Authorization

  • Must be legally authorized to work in the United States without the need for sponsorship now or at any time in the future
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This listing is sourced directly from HAI Group's careers page and normalized into a canonical job model.