Policy Processor - Operations/Training

About the Role

Responsible for accurate and timely handling of issuing policies and processing endorsements. Support Underwriting and Brokerage teams. Maintain the integrity of clients’ electronic files.

Responsibilities

• Provide prompt, knowledgeable service of requested policy transactions through multiple programs.
• Review binders, rate sheets, and applications against policies to ensure accuracy.
• Add surplus lines information/documentation to policies.
• Ensure state surplus lines requirements are met before releasing the policy to the agent.
• Update status in company system to reflect policy mailed out.
• Email required carrier documentation after policy is issued.
• File all policy documentation electronically. Ensure filing is in accordance with company workflows, procedures, and best practices.
• Review reports and confirm policy issuance remains compliant and within guidelines.
• Correspond directly with underwriting and brokerage account team. Includes transactions with discrepancies, missing documentation, or items that require clarification.
• Respond to internal requests for information, documents, and general policy inquiries.
• Meet or exceed individual daily processing requirements and monthly accuracy goals.

Requirements

• 3 years or more of insurance experience.
• High school diploma or general education degree (GED) required.
• Knowledge of AIM/ImageRight preferred.

Skills

• Detail oriented.
• Ability to prioritize tasks and manage workload while meeting deadlines.
• Must demonstrate an aptitude to obtain knowledge of the insurance contracts and coverages being underwritten in the department.
• Ability to work in a fast-paced, team environment with minimal instruction.

Benefits

• Medical, wellness, dental, and vision coverage.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.