Policy Services Analyst I/II

Cabrillo Coastal General Insurance Agency LLC • Gainesville, FL

122d

About The Position

Our Policy Services Analysts regularly communicate with insureds, agents, or producers and/or other insureds’ representatives, via telephone, live chat, and email, on a wide variety of new and renewal business inquiries, policy servicing matters, and/or first notice of loss (FNOL) and/or claims status requests. Additionally, our Policy Services Analysts provide key professional and technical support to our underwriting team in the review, underwriting, and issuance of new and/or renewal business within designated levels of authority, as well as more advanced policy servicing tasks.

Requirements

• Current Florida 4-40 Customer Service Representative license or the equivalent in state of residence.
• 1-2 years post-secondary education or commensurate, related experience is required.
• 2-4 years post-secondary education is preferred.
• 3-5 years related customer service and administrative support experience in property and casualty insurance field.
• Experience in residential homeowners insurance is highly desirable.

Responsibilities

• Communicates with Cabrillo Coastal insureds and their agents, producers, or other representatives.
• Establishes and maintains positive, service-oriented and collaborative working relationships with insureds, agents, producers and/or other insured representatives or external business contacts.
• Positively represents Company in telephone, live chat, and/or email interactions and provides exceptional care, support, and service, per specified Company guidelines, Company quality and time standards and Governmental regulations.
• Serves as a positive, Analyst, and knowledgeable Company in these interactions.
• Appropriately and correctly applies related knowledge, experience, and expertise to respond to a variety of product, policy service, underwriting requirements, claims status, FNOL and/or other related inquiries and issues.
• Represents Underwriting team by responding to inquiries or initiating contact to communicate with assigned Agents and/or Producers on Underwriting actions/decisions/next steps within designated levels of authority or at the request of the lead underwriter for the territory/product.
• Performs a variety of pre-underwriting, underwriting and/or routine to advanced endorsement tasks, including but not limited to obtaining and maintaining insured information, accurately processing assigned endorsements, preparing and assisting in processing new business submissions, completing underwriting referrals within designated time frames, processing standard cancellations as authorized, and performing designated pre-underwriting duties.
• Makes informed, sound, and well-documented decisions to review, underwrite, endorse, refer, and/or release designated policies for issuance or renewal.
• Accurately and thoroughly researches, organizes, provides appropriate underwriting analyses and recommendations related to and/or submits for review new business and/or renewal underwriting files.
• Performs related underwriting and technical support duties, including but not limited to advanced endorsements tasks and supporting documentation reviews.
• Efficiently and effectively utilizes Company’s information systems, software programs and approved applications in carrying out all designated responsibilities.
• May perform generalized technical and administrative support, including maintaining specialized policy services files and records, sorting and indexing policy services and/or claims emails, and researching and updating returned mail.
• Depending on progressive series level, spearheads, participates in and/or assists with 'special' Company projects, as directed.

What This Job Offers

• Education Level: Associate degree
• Number of Employees: 51-100 employees