Workflow Assignment Coordinator (hybrid)

Utica National Insurance Group•New Hartford, NY

3d•Hybrid

About The Position

The Company At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. Our Mission is to continually meet the needs of our policyholders, agent/customers and employees resulting in sustainable profitable growth in an increasingly competitive marketplace. We are proud to sell our products through more than 2,200 independent insurance agents around the country as we have been since 1928. These agents provide their clients with valuable insight and resources. And, as the second-largest insurer of Agents’ Errors and Omissions (E&O) business in the United States, we insure many of the agents who work with our policyholders. Our purpose is to make people feel secure, appreciated, and respected. These Values define the character of our employees. They personify Utica National – describing what it means to “be Utica National” and how we approach doing business. Together, with our agents, we are committed to providing our mutual policyholders with valuable services and products to help them feel secure.

Requirements

H.S. Diploma or equivalent required
Completion or willingness to complete insurance education (IIA/CPCU)
2-4 years insurance background preferred.

Responsibilities

Responsible for daily assignment of work to staff members of the Revenue Center of Excellence.
Monitors and maintains acceptable productivity levels established by management and tracks volume of work assigned to and completed by each staff member.
Applies to New Business, Renewals, and Endorsements.
Applies to our systems Onbase, Commercial Edge, Uniclass and Manual work.
Documents results for each staff member and provide information to the Supervisors on a daily/weekly/monthly report.
Manage and prioritize workload for all assignment queues to meet Revenue Service Level Agreements.
Monitor and maintain acceptable productivity levels established by management.
Track volume of work assigned and volume of completed work.
Document results for each staff member and provide information to Supervisors/Managers on a daily/weekly/monthly report.
Anticipate workflow problems (i.e. large renewal month) which may affect the various Revenue units.
Initiate ongoing suggestions for workflow improvement.
Notify Supervisors/Managers about any need for additional training/cross training.

Benefits

Medical and Prescription Drug Benefit
Dental Benefit
Vision Benefit
Life Insurance and Disability Benefits
401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
Health Savings Account (HSA)
Flexible Spending Accounts
Tuition Assistance, Training, and Professional Designations
Company-Paid Family Leave
Adoption/Surrogacy Assistance Benefit
Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
Student Loan Refinancing Services
Care.com Membership with Back-up Care, Senior Solutions
Business Travel Accident Insurance
Matching Gifts program
Paid Volunteer Day
Employee Referral Award Program
Wellness programs
Personal Insurance Discount