The Insurance Processing ****Associate is responsible for assessing new incoming business and renewals. The associate will identify if the submission meets company requirements via the documents and narrative provided by the broker. The role entails utilizing the company system to verify potential duplicate policies and notify the broker if the information presented is satisfactory. Attention to detail is needed to avoid declining or accepting business incorrectly. The associate will process the submission after a fair and thorough assessment of the proposed business.
This position is responsible for reviewing complex policy requests (Projects and Wraps), which carry significant liability and premium. Financial and reputational implications can occur if not properly evaluated and handled.
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Duties and Responsibilities:
- Process incoming submission applications through our Policy Admin System
- Evaluate and assess the line of business to ensure submissions are assigned correctly to their associated Underwriting team
- Accept or decline new or renewal business based on review of supplied documents and existing records in Upland policy admin systems
- Maintain our high standard and efficient time sensitive application processing response time
- Communicate to brokers through email if additional information is required
- Provide excellent client support via email and phone
- Review data entered to ensure completeness and accuracy
- Ability to adapt to process improvement plans Other duties as assigned
** Experience and Skills Required:**
- High School Diploma
- 1 – 3 years of Excess and Surplus or Property and Casualty experience required
- Exceptional data entry skills
- Proficient in MS office, especially Outlook
- Strong written and verbal skills
- Ability to work in a team environment with remote and in-office team members
- Impeccable reliability and attendance