Service Operations Assistant

Berkshire Hathaway GUARD Insurance Companies•Wilkes-Barre, PA

13d•Hybrid

About The Position

The Service Operations Assistant supports underwriting by performing fundamental service activities, including policy issuance, fulfilling requests for Certificates of Insurance and loss runs, and completing transactions requested by the agent of record. This entry-level role is responsible for a single line of business and is based in the Wilkes-Barre, Pennsylvania office, with a hybrid schedule of three days in the office and two days remote.

Requirements

High school graduate.
Proven proficiency in Microsoft Word and Excel.
Strong written and verbal communication skills.
Full-time employment in a professional environment.

Nice To Haves

College education is preferred but not required.

Responsibilities

Review submitted applications, enter them in IIS, and route them to the appropriate underwriter or underwriting team.
Review agent-uploaded, policy-specific documents, determine the reason for submission, and handle or refer the task as appropriate.
Review bureau criticisms from NCCI or other bureau states and respond to items within the role’s authority, referring items where necessary.
Handle cancel/rewrite requests to cancel a current term and rewrite the policy with the same terms and conditions.
Respond to agent and insured requests for Certificates of Insurance and loss runs.
Endorse policies as requested by the agent of record.
Prepare Notice of Conditioned Renewal documents as requested by underwriting.
Review policies for issuance according to state-specific documentation guidelines, contact agents for missing items, and follow up until files are complete and policies are issued.
Respond to requests to handle multiple cancellations or other transaction-related projects from Underwriting or Service Operations teams.