SW Agency Policy Administration

Job Title

In this role, you will assist in the processing of all policies and monetary receipts for the Southwest Region States. You will also work with the Southwest Agency on administrative tasks for SW Team.

This position is located 100% in office in Houston.

Some of the responsibilities may include :

• Run, process and send by mail and e-mail policies registers, statements and invoices bi-monthly to all agents.
• Prepare and send annual statistical reports to all agents.
• Coordinate appropriate monthly disposal of sensitive information through shredding company.
• Daily Deposits (Premium and Production and as applicable fee for CPL's)
• Sort and tally all checks and back up documentation
• Initiate electronic scanning of checks
• Generate deposit reports for premium and all miscellaneous accounts receivable
• Within the same calendar month the policies are received in the ORNTIC offices assist with key in and process all policies received for all Southwest States as assigned.
• Assist with reviewing monthly ADB / JV reports received from corporate in Minneapolis. Verify accuracy of monthly reports and report to Southwest Agency Manager any discrepancies or mistakes identified.
• Assist with reviewing outstanding accounts receivable in agents accounts and attempt to resolve agent accounts. Report to Southwest Agency Manager any inability to resolve.
• Assist with preparation and maintenance of reports showing errors on policies submitted. Inform agents bi-monthly of errors found on policies and work with agents to obtain corrections.
• Back up Agent Services with assisting agents with access and verifying users.
• Assist with preparation and delivery of weekly and monthly reports to agency reps for their review.
• Handle phone, email and text messages and distribute to appropriate party.
• Handle signing of HOI policies.
• Handle typing of CPL for agents needing assistance with multiple addresses and revisions.
• Assist with Indemnity Letters as needed.
• Receives, opens, logs and distributes outside afternoon mail by 3 : 00p.m. every day.
• Orders supplies as requested by agency representatives and agents.
• Copies and maintains neat and organized files of invoices on a bi-weekly basis.

Requirements :

Benefits may include :

Note : If you currently are employed by Old Republic Title (or one of its wholly owned affiliated companies) please get in touch with your human resources representative regarding the application process.

For California applicants, please click the following link to view our CCPA Applicant Notice