Operation Specialists

Role & responsibilities

• Policy Transactions: Ensure policy transactions are rated, booked, invoiced and issued accurately and meet the corporate time service standards. Such transactions may be quotes, new business, renewals, endorsements and cancellations.
• LOB: Required knowledge of LOB's - Package, WC, Auto & GL.
• Transaction Screening: Screen transactions to determine proper processing. Refer transactions to underwriters that require their approval, complete transactions directly if within delegated authority limits.
• Quality Verification: Assist in the verification of all policy transactions, processes, and procedures.
• Data Reporting: Report policy data to third-party agencies like ePlace Registration.
• Communication: Liaise with Accounting and Audit to resolve policy questions and issues.
• System Support: Collaborate with system support for testing releases and review production environment for successful programming verification.
• Document Management: Electronically print, page mark, and label documents into the imaging system following corporate protocols.
• Claims Support: Provide loss intake and claims support as needed.

Qualifications and skills

• Experience: Having insurance policy processing experience (1year and Above) is beneficial.
• Education: A Bachelors degree is preferred.
• Detail-Oriented: The ability to make independent decisions with a focus on details.
• Protocol Adherence: Follow protocol with an emphasis on quality and customer service.
• Technical Proficiency: Skilled in Microsoft Office Applications (Word, Excel, Outlook, Access) and other software applications.
• Organizational Skills: Excellent at organizing, prioritizing, and managing time effectively.
• Communication: Capable of communicating effectively in person and over the phone.
• Compliance: Committed to abiding by departmental policies and procedures to comply with C&Fs risk management controls.