Temp Insurance Operations Support

AAA-The Auto Club Group•FL-ACG Florida AOB, FL

2d•Remote

About The Position

Under minimal supervision, the Insurance Operations Support I accurately processes a variety of updates and changes to Brokered Business and Branded files and accounts. This is a Temporary position for approximately six months.

Requirements

High School diploma or equivalent
Minimum 2 years customer service
Providing a high level of customer-focused service
Servicing insurance policies and processing applications, renewals, and amendments
Reading and understanding correspondence from agents and insured
Processing transactions and posting information to the appropriate accounts
Performing manual data entry and quoting of Independent Agent Book Rolls based on information provided by the agency
Performing manual data entry and quoting for leads that failed during the automation process; as well as utilizing multiple spreadsheets and source systems simultaneously
Reviewing automated quotes that were unable to bind automatically and revise to completion
Adjusting completed quotes based on new information provided by insured before finalizing the binding process
Maintaining quoting data tracking for reporting purposes including the number of policies reaching stabilization cap, number of policies referred for revisions, etc.)
Analyzing books of business for accuracy and identifying necessary revisions appending with process
Business practices (i.e., grammar and spelling)
Business processing procedures
Data entry and processing techniques
Insurance processing techniques and requirements
Insurance terminology
General insurance regulations
Underwriting procedures
Sales regulatory and compliance guidelines
Book roll processes and procedures
Operate and navigate multiple sources of information
Maintain accurate records, including accurately logging, coding, and verifying information
Operate multiple computer systems and programs
Audit computer files for reports and gather data to update them
Write correspondence and memos
Analyze policy details and make decisions
Work within time, productivity, and quality constraints
Promote the sale of insurance products
Provide guidance and a high customer service level to customers (i.e., insurance coverages and quote/bind insurance as appropriate)
Alternate within department as needed to perform various processing tasks and/or to complete training
Investigate and resolve complex problems
Process payments
Effectively communicate at a high level with others in a work environment and with the public
Perform high level mathematical calculations

Nice To Haves

ACG and Brokered Business insurance products
ACG processing procedures
ACG policies and procedures
Reconciliation and balancing procedures

Responsibilities

Conduct outbound telephone calls and correspond with customers to gather information, respond to inquiries, and resolve issues
Use knowledge of insurance policies and procedures to make recommendations to customers regarding accounts, additional coverage needed, or additional products needed
When necessary, review current policies, discuss coverage options, quote replacement coverage, and bind policies
Examine policy and determine appropriate adjustments to serve the best interests of both the member and the organization
Clerical duties include, but are not limited to: Updating customer policies, Processing payments on carrier websites, Completing account terminations, performing manual data entry and Quoting of Independent Agent Book Rolls based on information provided by the agency
Manually enter data in IPM and Guidewire systems and quote leads that failed in the automation process based on information provided in data extract
Act as lead to answer inquiries, resolve problems and provide guidance and direction to various business partners
May participate on projects related to scope of work performed
Gather appropriate information and review documents to determine the required actions necessary to conclude processing
Create, run, and review reports to determine processing errors
Investigate and identify key issues and patterns from data (requires working between multiple spreadsheets and source systems simultaneously)
Track quoting data for reporting (number of policies hitting stabilization cap, number of policies referred for revisions, etc.)
Balance, review and edit a variety of reports and logs within scope of responsibilities
Complete processing and updates to accounts while ensuring efficiency and compliance with corporate and regulatory guidelines
Enter corrections and recode files when necessary
Review automated quotes that were unable to automatically bind and revise them to completion
Utilizes industry and agency knowledge to identify areas of opportunity and improve efficiencies
Provide input regarding updates to processing and correction procedures
Take a broad perspective to solve problems and identify new solutions