Policy Servicing File Management Jr
About The Position
The Policy Servicing File Management Jr. serves as a point of contact for the line of business and distribution channels, handling complex and high-volume transactions. The role bridges the line of business and the processing center, processes policy records in the central system, and issues policies across all business lines. The position supports renewals by evaluating the renewal database, generating quotes, serving as the broker’s first point of contact, negotiating renewals within established guidelines, and discussing out-of-guideline cases with underwriters. It also generates issuance orders and policies, develops policy experience, manages multiple lines of business, and processes and issues policies, endorsements, cancellations, certificates, billings, and invoices. The role may also perform special projects and other related duties as assigned.
Requirements
- Bachelor’s degree in Business Administration or a related field.
- Proficiency in Microsoft Word, Excel (including macros), and PowerPoint.
- Intermediate knowledge of the structure and content of English and Spanish.
- Four to six years or more of relevant experience in the insurance industry; experience is preferable.
Responsibilities
- Evaluate the renewal database.
- Generate quotes for renewals.
- Act as the first point of contact with brokers for renewals.
- Negotiate renewals with brokers according to established guidelines.
- Discuss cases outside established guidelines with underwriters.
- Generate issuance orders and policies.
- Develop the experience of policies.
- Manage multiple lines of business.
- Process and issue policies, endorsements, cancellations, certificates, billings, and invoices.
- Perform special projects and other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
