Under limited supervision handles policy transactions for one line of business that may include policy issuance policy change endorsements or renewals within Commercial or Specialty lines. May also handle all relevant processing transactions for a given business unit or set of business units that share common platforms.
Essential Duties Responsibilities
Performs a combination of duties in accordance with departmental guidelines:
Reviews incoming business transactions and related information for completeness accuracy and quality. Works with underwriter and other areas to resolve any discrepancies and process insurance policies in a timely and accurate manner.
May provide input to workflow activities required to process insurance policy based on line of business.
Regularly reviews and adheres to department processing guidelines and procedures to ensure accuracy.
May distribute quote letters and/or insurance policies to agents brokers underwriters and/or insureds.
Responds to policy service requests from underwriters agents and brokers for assigned lines of business/transaction types.
May participate in quality and productivity reviews and provide feedback to management.
Supervisor or above
Skills Knowledge and Abilities
1. Detail oriented with good analytical and computational skills. 2. Good written verbal and interpersonal communication skills. 3. Good teamwork collaboration and customer service skills. 4. Ability to handle multiple tasks and prioritize work. 5. Knowledge of Microsoft Office Suite and other business related software. 6. Ability to meet performance standards in a fast paced production environment.
Education and Experience
1. High school diploma GED or equivalent experience. 2. Typically a minimum 2 years of office/clerical experience.