Essential Job Functions and Responsibilities:
- Perform a variety of routine to moderately complex policy administration tasks in support of the business within established production and quality guidelines. Tasks may include:
- Review instructions from agent, underwriter, insured, broker, etc. to understand / determine what is needed to provide quotes, issuances, renewals, endorsements, etc.
- Compute premiums on quotes, issuances, renewals, endorsements and / or cancellations based on proper rate selection, rules and company procedures.
- Enter rate, premium and / or policy information into appropriate systems for policy updates / issuance.
- Maintain file accuracy and completeness.
- Order, prepare and / or update reports (i.e., motor vehicle reports, loss reports, financial reports, loss run requests, etc.) and / or legal notices (i.e., Notice of Cancellation, non-renewal notice, motor vehicle / motor carrier filings, etc.).
- Set up and clear submissions.
- Research and resolve and / or correct errors and / or issues.
- Prepare, assemble and / or issue policy / endorsements and associated documentation.
- Research and reconcile premium / billing accounting discrepancies. Respond to premium / billing questions.
- Utilize computerized systems for research, tracking, information gathering and / or troubleshooting (i.e., Excel / Word programs, legacy systems, internal systems, third party vendor delivered systems, etc.).
- Share and / or convey routine information via telephone, e-mail, fax, regular mail or in person to underwriters, agents, brokers, reinsurers and / or insureds maintaining a professional demeanor in all situations.
- May act as a liaison with other departments and facilitate interdepartmental communication.
- May perform other tasks including support, photocopying, imaging, mail, data entry and / or supply functions.
- Demonstrate working knowledge of policies and procedures, as well as the business (including products, coverages, etc.) and organization. Complies with company and regulatory guidelines.
- Perform other duties as assigned.
Job Requirements:
- Candidate must have a high school diploma or equivalent and generally at least 6 months of office experience.