WHY IFG COMPANIES
Build Your Future. Better America.
At IFG, you're building more than a career. You're helping build a better future. Since 1985, we've succeeded in a challenging industry through disciplined underwriting, strong relationships and long-term thinking. As a privately held, mission-driven insurance company, we're focused on lasting success, not short-term investor returns. Here, your contributions matter, you have opportunities to learn and grow and our success supports a greater purpose: expanding educational opportunities in rural communities and supporting military families. Build your future with us and help make a difference beyond insurance.
POSITION SUMMARY
The Clearance Specialist (“CS”) supports the company’s underwriting operations by serving as the initial point of review for incoming insurance submissions across General Liability, Excess Casualty, and Inland Marine. This position helps ensure submissions are appropriately evaluated and directed through the clearance process in accordance with the company guidelines and underwriting requirements. This role contributes to efficient workflows, accurate submission records, and timely processing, supporting underwriters in evaluating new business opportunities.
POSITION RESPONSIBILITIES INCLUDING
- Processing incoming insurance submissions across multiple lines of business, including General Liability, Excess Casualty, and Inland Marine.
- Reviewing incoming submissions against established clearance guidelines and determining whether to accept, decline, or escalate submissions in accordance with approved procedures.
- Researching, updating, and maintaining the accuracy and integrity of electronic file records.
- Coordinating file information with underwriting teams as necessary.
- Ensuring the accuracy of producer information in the Customer Relationship Management (CRM) system and coordinating updates or changes with Marketing.
- Utilizing relevant reference materials to validate appropriate ISO classifications, exposures, and additional underwriting criteria for data entry.
- Preparing and processing form letter notifications and performing other duties as assigned.
- Maintaining established productivity and service standards while ensuring accuracy and quality of work.
- Other duties, as required.
KNOWLEDGE, SKILLS, ABILITIES INCLUDING
- Familiarity with and the ability to read and assess for completeness insurance applications (Accord or equivalent) and identify various lines of business (i.e., General Liability, Excess Casualty, Inland Marine).Â
- Excellent interpersonal skills, together with solid collaboration skills, and the ability to work as a team player.
- Good oral/written communication skills.
- Strong organizational, critical thinking, and reasoning skills.
- Excellent time management skills.
- Excellent attention to detail.
- Must be comfortable working in a fast-paced, high volume work environment.
- Ability to make judgments and decisions independently.
- Strong computer skills with demonstrated high accuracy output.
- Experience working with multiple systems and applications in a high-volume processing environment.
EDUCATION/EXPERIENCE/CERTIFICATIONS
- Required: High school degree or equivalent.
- Strongly Preferred: Personal and/or Commercial Insurance experience.
PHYSICAL DEMANDS
- Physical demands are considered to be that of a climate-controlled office environment, with minimal physical exertion.
- Position is hybrid and requires the ability and willingness to work in an IFG Companies' office at least three (3) days per week.
- Position requires prolonged sitting, extensive utilization of computers and interactions with others in person and via phone.
- Position requires the ability and the willingness to travel as required to meet business needs.
SALARY AND BENEFITS
The salary range for this position is $50,000 to $65,000. Additionally, the position may be eligible to earn incentive compensation.
IFG Companies offers competitive compensation and benefits, currently including medical, dental, vision, 401(k), flexible spending, short-term and long-term disability insurance, life insurance, paid parental leave, vacation and other paid time off.
EQUAL OPPORTUNITY
IFG Companies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other protected characteristic under applicable law.
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