PRIMARY PURPOSE:

Responsible for processing requests received from internal and external customers and exception reports generated by the policy system.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Process policy level requests such as endorsements, renewals, claims requests,  reports, cancellations, returned mail and Department of Motor Vehicle requests and errors
• Process policy level requests for Health such as association support, policy and billing questions, cancellation requests, updating customer profiles, processing billing adjustments/drafts,  and  refunds
• Code agency mergers and partial book of business buy outs
• Process less complex policy “clean ups” as a result of system issues Perform processing functions to include making decisions to follow up or refer when applicable
• Identify document types and routes as applicable
• Handle the majority of processing requests independent of a lead or supervisor
• Share feedback when training opportunities are identified
• Promote teamwork through consistency, reliability and group cohesiveness
• Effectively communicate through oral and written communication
• Provide superior service by delivering a WOW experience for all customers as a result of processing approach
• Continuously consider process improvements and shares opportunities with Leadership
• Complete administrative tasks such as entering daily productivity and time in Work Day
• Follow work plans while maintaining an acceptable level of service, customer satisfaction and quality

MINIMUM SKILLS AND COMPETENCIES:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High School diploma or general education degree (GED)
• Must possess effective verbal and written communication skills
• Must perform well in high-energy, dynamic and team-oriented environments
• Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
• Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to work independently as well as in a team environment
• Highly effective in multi- tasking, and exercising sound judgment
• High degree of dependability, motivation and flexibility
• Ability to successfully complete HIPPA certification annually (Health)
• Ability to consistently utilize proper procedures and resources to determine proper action to be taken
• Demonstrates strong attention to detail and timeliness in order to meet customer service expectations

DESIRED SKILLS:

• Ability to type a minimum of 30 words per minute
• Previous experience in insurance  with personal auto, commercial, motorcycle, recreational vehicle, accident and health, supplemental health and/or homeowners products
• Active Property & Casualty License

National General is a leading insurance carrier which has been in the industry since 1939. Through subsidiaries and other affiliated companies, National General offers homeowners, flood, personal and commercial auto, RV, motorcycle, life, accident and supplemental health insurance products. National General Insurance is a thriving company committed to ensuring that our employees achieve their personal best. Our employees are advancing their careers at a best-in-class insurance provider that is an industry leader in innovation. We give employees resources which enable them to take charge of their own future success.