Temp Insurance Operations Support

Job Type:Full time Exempt/Non Exempt:

Hourly

Job Description:

Location Details:

Remote Position Schedule /

Shift: Monday – Friday, 8am – 5pmThis is a Temporary position for approximately six months.

Position Summary:

Under minimal supervision, the Insurance Operations Support I, accurately processes a variety of updates and changes to Brokered Business and Branded files and accounts.

Primary Duties and Responsibilities:

Operations Support
· Conduct outbound telephone calls and correspond with customers to gather information, respond to inquiries, and resolve issues
· Use knowledge of insurance policies and procedures to make recommendations to customers regarding accounts, additional coverage needed, or additional products needed
· When necessary, review current policies, discuss coverage options, quote replacement coverage, and bind policies
· Examine policy and determine appropriate adjustments to serve the best interests of both the member and the organization
· Clerical duties include, but are not limited to:o Updating customer policies,o Processing payments on carrier websites,o Completing account terminations, performing manual data entry ando Quoting of Independent Agent Book Rolls based on information provided by the agency
· Manually enter data in IPM and Guidewire systems and quote leads that failed in the automation process based on information provided in data extract
· Act as lead to answer inquiries, resolve problems and provide guidance and direction to various business partners
· May participate on projects related to scope of work performed

Data Analysis and Reporting
· Gather appropriate information and review documents to determine the required actions necessary to conclude processing
· Create, run, and review reports to determine processing errors
· Investigate and identify key issues and patterns from data (requires working between multiple spreadsheets and source systems simultaneously)
· Track quoting data for reporting (number of policies hitting stabilization cap, number of policies referred for revisions, etc.)
· Balance, review and edit a variety of reports and logs within scope of responsibilities Processing
· Complete processing and updates to accounts while ensuring efficiency and compliance with corporate and regulatory guidelines
· Enter corrections and recode files when necessary
· Review automated quotes that were unable to automatically bind and revise them to completion
· Utilizes industry and agency knowledge to identify areas of opportunity and improve efficiencies
· Provide input regarding updates to processing and correction procedures Take a broad perspective to solve problems and identify new solutions

Qualifications:

Required

Education:

· High School diploma or equivalent

Experience:

· Minimum 2 years customer service
· Providing a high level of customer-focused service
· Servicing insurance policies and processing applications, renewals, and amendments
· Reading and understanding correspondence from agents and insured
· Processing transactions and posting information to the appropriate accounts
· Performing manual data entry and quoting of Independent Agent Book Rolls based on information provided by the agency
· Performing manual data entry and quoting for leads that failed during the automation process; as well as utilizing multiple spreadsheets and source systems simultaneously
· Reviewing automated quotes that were unable to bind automatically and revise to completion
· Adjusting completed quotes based on new information provided by insured before finalizing the binding process
· Maintaining quoting data tracking for reporting purposes including the number of policies reaching stabilization cap, number of policies referred for revisions, etc.)
· Analyzing books of business for…