Temp Insurance Operations Support

Job Type: Full time Exempt/Non Exempt:
Hourly

Job Description:

Location Details:
Remote Position Schedule / Shift: Monday – Friday, 8am – 5pm This is a Temporary position for approximately six months.

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

• Operations Support
  · Conduct outbound telephone calls and correspond with customers to gather information, respond to inquiries, and resolve issues
• Operations Support
  · Use knowledge of insurance policies and procedures to make recommendations to customers regarding accounts, additional coverage needed, or additional products needed
• Operations Support
  · When necessary, review current policies, discuss coverage options, quote replacement coverage, and bind policies
• Operations Support
  · Examine policy and determine appropriate adjustments to serve the best interests of both the member and the organization
• Operations Support
  · 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 and
  • o Quoting of Independent Agent Book Rolls based on information provided by the agency
• Operations Support
  · Manually enter data in IPM and Guidewire systems and quote leads that failed in the automation process based on information provided in data extract
• Operations Support
  · Act as lead to answer inquiries, resolve problems and provide guidance and direction to various business partners
• Operations Support
  · 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
• Data Analysis and Reporting
  · Create, run, and review reports to determine processing errors
• Data Analysis and Reporting
  · Investigate and identify key issues and patterns from data (requires working between multiple spreadsheets and source systems simultaneously)
• Data Analysis and Reporting
  · Track quoting data for reporting (number of policies hitting stabilization cap, number of policies referred for revisions, etc.)
• Data Analysis and Reporting
  · 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
• Processing
  · Enter corrections and recode files when necessary
• Processing
  · Review automated quotes that were unable to automatically bind and revise them to completion
• Processing
  · Utilizes industry and agency knowledge to identify areas of opportunity and improve efficiencies
• Processing
  · Provide input regarding updates to processing and correction procedures
• Processing
  · Take a broad perspective to solve problems and identify new solutions

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…