Policy Administration Specialist

Key Responsibilities

• Assemble policies using approved ISO forms, endorsements, declarations, and Oxford’s custom coverage language.
• Combine ISO and custom coverages into complete, accurate policy packets when required.
• Ensure correct forms, edition dates, and versions are used.
• Maintain organized electronic policy files and perform quality checks for accuracy.
• Support manual rating using ISO rules, loss costs, and Excel-based worksheets.
• Aid in pricing and documentation for custom coverages.
• Clearly document rating assumptions and decisions to support consistency and audit needs.
• Help monitor and apply changes from ISO updates or internal program changes.
• Assist with issuing and maintaining custom coverage forms, schedules, and program terms.
• Track coverage versions and support updates in collaboration with Underwriting and Compliance.
• Help standardize custom coverage components to support future automation.
• Maintain logs and documentation related to issued policies and forms.
• Support internal audits and regulatory requests related to policy issuance.
• Create and maintain simple SOPs, checklists, and workflows.
• Serve as a go-to resource for understanding policy workflows, system requirements, and develop standard operating procedures.
• Collaborate with internal teams and vendors to improve policy issuance processes.
• Work closely with Underwriting, Insurance Operations, Compliance, and Sales.
• Bridge underwriting intent with operational execution.
• Contribute to building scalable, efficient policy administration processes.

Capabilities

• Experience assembling insurance policies or working with policy documentation.
• Familiarity with policy administration systems.
• Strong knowledge of Excel and structured templates.
• Strong attention to detail and organized work habits.
• Interest in process improvement and systems implementation.
• Experience with custom coverages is a plus but not required.

Requirements

• Bachelor’s degree preferred (business, risk management, finance, or related field).
• 3–6 years of experience in insurance operations, policy administration, underwriting support, or a related role.
• Hands-on experience assembling or reviewing commercial P&C policies.
• Exposure to ISO forms (usage, form selection, endorsements)—deep expertise not required.
• Experience working with manual or semi-manual policy issuance processes.

Pay

Pay Range: $51,800 - $80,000 Annual