Policy Processing Specialist
On-siteDallas, Texas, United States
Job Summary
Review new business policies, endorsements, and renewal policies for accuracy, correct rating, and compliance with program underwriting guidelines. Process cancellations, non-renewals, discount proofs, claim alerts, and reinstatements while identifying and investigating red flags. Document policy files factually and provide feedback to the Personal Lines Underwriting Manager on agency issues. Handle inbound calls assisting agents and policy holders with questions or concerns. Requires knowledge of personal lines insurance underwriting principles, ability to type 25 wpm, and experience with MVR, Loss History, and TransUnion reports. High school diploma or equivalent with 1-3 years of related experience.
Required Qualifications
- High school diploma or equivalent with some college, or 1-3 years of related experience
- insurance experience
- Knowledge of personal lines insurance underwriting principles
- Must be customer service oriented
- Excellent written and verbal communication skills
- Detail oriented, highly organized, efficient, and able to multi-task
- Strong analytical and critical thinking skills
- Must be able to type at least 25 wpm
- Ability to sit for prolonged periods of time
- Basic Microsoft Office skills
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.