Policy Services Representative (Commercial P&C)

POSITION SUMMARY

Supports Underwriting/Programs by processing routine to complex multi-line, multi-state transactions for new business and renewals within established production capacity.

Ensures all support activities are delivered in accordance with company procedures, service standards and business priorities.

RESPONSIBILITIES

• Screen transactions to determine authority and either process or refer to an underwriter in accordance with established guidelines.
• Gather, validate, and apply required rating elements from applications, underwriting instructions, rating bureaus (including NCCI), Prometrix, Reference Connect, and company guidance for new and renewal business.
• Accurately enter policy data and rating elements into the policy rating system and review system output to ensure correct application of rating factors.
• Monitor and complete, as assigned, work tasks assigned to the Rapid Response queue.
• Maintain complete and compliant rating documentation within the paperless policy environment.
• Research and resolve routine to complex issues for Credit, Claims and Premium Audit.
• Provide endorsement quotes and process policy transactions, including declinations, cancellations, reinstatements, and non-renewals.
• Respond to inquiries from agency partners, regulatory organizations, and the Rapid Response Team.
• Handle service-related requests such as loss runs, legal notices, proof of coverage, experience modifiers (eMods), and other required regulatory documentation.
• Provide guidance and support to new underwriters and staff on rating, workflow, and underwriting support processes.

REQUIREMENTS

• High school diploma or GED.
• 1 year of business or customer service experience.
• Commercial insurance industry experience preferred.
• Strong Analytical Thinking skills required.
• Proficient computer skills required including Microsoft Office Suite.
• Ability to perform basic mathematical computations.

BENEFITS

Recognized as one of the Best and Brightest® Companies to Work For in the Nation and one of Business Insurance magazine’s Best Places to Work in Insurance, we provide a workplace that fosters excellence and professional growth.

We also offer:

• A competitive total rewards package including competitive base pay, performance-based incentive pay, comprehensive health and welfare benefits, a 401(k) savings plan with profit sharing, and generous paid time off programs.
• Flexible work arrangements to promote work-life balance.

PAY

Competitive base pay and performance-based incentive pay.

SCHEDULE

Hybrid 3 days a week in the local office & 2 from home.