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Robert Half PIA P&C Specialist I - New Business Operations (Tier II) in Rochester, New York

Description We are seeking a PIA P& C Specialist I - New Business Operations (Tier II) to join our team in ROCHESTER, New York. This role involves managing new and existing insurance accounts, ensuring the security of confidential client information, and providing excellent customer service to both internal and external clients. This position offers a short term contract employment opportunity.

Responsibilities:

• Prioritize and process customer credit applications with precision and efficiency.

• Establish new account setup and handle all paperwork related to the creation and maintenance of new or existing accounts for various insurance lines.

• Uphold the accuracy and integrity of clients' financial and insurance transactions to ensure client satisfaction.

• Guarantee compliance with all state and federal insurance regulations by maintaining required documents and records.

• Provide necessary documentation to states and federal insurance agencies as well as our insurance partners as required.

• Respond to inbound inquiries and place outbound calls or emails to clients, insurance partners, and other offices as necessary.

• Use multiple computer software applications and carrier and bureau websites to set up new insurance policies and respond to all client inquiries.

• Maintain accurate recording of all internal and external communications for the accurate and timely setup, service and maintenance of new or existing insurance accounts.

• Demonstrate knowledge of payroll generated reports and charges as they relate to all insurance products/services.

• Participate in product-related projects or training sessions as required. Requirements • Proficiency in Customer Service

• Excellent Communication skills

• Experience in Data Entry

• Ability to handle Documentation tasks

• Experience in Payroll processing

• Strong focus on Quality assurance

• Familiarity with Database management

• Proficient in Email Correspondence

• Experience with Inbound and Outbound Calls

• Knowledge of Insurance and Finance industry

• Understanding of Security protocols

• Ability to manage Websites

• Ability to Perform Ad Hoc Financial tasks

• Proficiency in Microsoft Access

• Understanding of Regulation in the business sector

• Ability to manage Partners and Client Relations

• Proficiency in Microsoft Office Suites

• Strong Prioritization skills

• Ability to Ensure Compliance with regulations

• Understanding of Agreement terms and conditions

• Ability to manage Timelines effectively

• Experience working in a Business Unit

• Familiarity with HRIS System

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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