Policy Processing Associate

Church Mutual Insurance Company, S.I.•Merrill, WI

About The Position

This role involves reviewing risk exposures and coverage alternatives, evaluating policy submissions for completeness, and investigating inquiries to make appropriate decisions. The associate will determine and calculate pricing for insurance coverages, process transactions, and input data to produce insurance contracts. Analysis of information from outside vendors is required, along with applying or adjusting rates. The position also requires effective communication and exceptional service to internal and external customers, assisting in retaining profitable business, and working collaboratively in a team environment to achieve corporate and unit goals. Documentation of all decisions and communications is essential.

Requirements

High school diploma or equivalent.
Proven ability to effectively communicate (written and oral) with all levels of internal and external customers.
Exhibit analytical skills and ability to make decisions independently between options/solutions.
Display creativity in solving problems and ability to negotiate to solutions.
Demonstrate responsible/dedicated behavior to accomplish workload.
Ability to maintain professionalism and work cooperatively in a team environment.
Ability to learn and apply Church Mutual insurance coverages and principles for all lines of business.
Develop knowledge of religions and religious organizations.
Ability to learn to analyze exposures, recognize areas of concerns, and offer appropriate solutions.
Ability to learn and use proprietary software and Microsoft products and stay current with changes.
Ability to handle multiple tasks and prioritize as appropriate.
Demonstrate desire and commitment to continually learn, accept new challenges, and strive for personal improvement/growth.
Commitment to quality and productivity.
Must maintain confidentiality of customer and proprietary information.

Nice To Haves

Insurance experience in a rating, policy issuance, or underwriting function is desirable.
Post-secondary education is preferred.
Participation in recognized insurance education courses is desirable.

Responsibilities

Review risk exposures and coverage alternatives and evaluate policy submissions for completeness.
Determine and calculate pricing for insurance coverages.
Investigate and research inquiries to make appropriate decisions.
Review and verify information to process transactions and input data to produce the final insurance contract.
Document all decisions and communications associated with the process.
Effectively communicate and deliver exceptional service to internal and external customers.
Assist in writing and retaining profitable business.
Work collaboratively in a team environment to attain corporate and unit goals and enhance customer satisfaction and experience.
Assist others in work processes to accomplish team workload expectations, including participation in reviewing others work.
Analyze information received from outside vendors (Insurance Services Office, etc.) and apply or adjust appropriate rates as determined.