Policy Processor I

About the Role

Review, analyze, and process policy changes, reinstatements, and cancellations using PolicyCenter and BillingCenter systems. Assist Agency and State Office personnel in investigating questions. Champion team members by pursuing their growth and success. Ensure operational excellence by obtaining accurate and complete information prior to processing and entering all information correctly.

Responsibilities

• Supports the strategic mission of the PARM department as it relates to organizational goals.
• Researches, modifies, and/or submits PolicyCenter transactions created at county offices that require manual intervention.
• Researches payments and bills in BillingCenter and makes adjustments as necessary.
• Gathers missing information from policy transactions by consulting with agents and/or underwriters.
• Shares pertinent information with team members in a timely manner.
• Submits policy transactions requested by Underwriting and initiates manual letters as needed.
• Fields membership, policy, and billing-related questions from Agency and State Office personnel.
• Reverses payments returned by financial institutions.
• Performs exception handling related to payment adjustments requested by Agency and State Office personnel.
• Researches and processes tier reviews to ensure tier overrides meet underwriting guidelines.
• Analyzes and corrects errors generated in the nightly batch cycle.
• Addresses various assigned reports according to established procedures.
• Follows and demonstrates the KFB Guiding Principles: Champion People, Connectivity, Operational Excellence, and Customer Service.
• Participates in cross-functional training related to all critical functions and tasks of the team.
• Assists teammates within Policy Services as needed.

Requirements

• Bachelor’s degree preferred or equivalent education or experience.
• Experience with Microsoft Office products preferred.
• Knowledge of Guidewire systems, including PolicyCenter and BillingCenter, preferred.
• Strong attention to detail and accuracy.
• Professionalism and courtesy when interacting with teammates, other departments, and vendors.
• Positivity and willingness to collaborate in a team environment.
• Aptitude to take initiative to ensure work is completed within service level agreements.
• Ability to learn new tasks quickly and adjust to a fast-paced, changing environment with shifting priorities.
• Self-motivated with a willingness to ask questions when necessary.
• Excellent organizational skills and strong attention to accuracy to maintain production flow.
• Excellent verbal and written communication skills.
• Excellent listening skills.

Job Specifications

• Physical demands: Normal vision/hearing with or without correction; sitting.
• Mental demands: Prolonged concentration; analytical reasoning; ability to work under pressure and on one's own initiative.
• Environmental factors: Standard office lighting, temperature, and noise.
• Equipment: Laptop; telephone; printer/copier/scanner.