Policy Servicing Representative - Control Desk

The Policy Servicing Representative Control Desk creates cases in several portals, manages documents received, and processes internal and external requests with high quality and in a timely manner.

• Validate and obtain the required information or support from the Underwriting team or intermediaries for certificate of insurance issuance.
• Document cases and maintain updated notes in our core systems.
• Index documents and emails to the queues of the responsible teams.
• Create cases in our systems and assign them to the issuance team and underwriters.
• Issue auto vouchers in the system. Analyze the policy term and units included in the policy.
• Serve as receptionist backup, including answering calls, scanning documents, and assisting walk-ins.
• Perform special projects and other related duties as assigned.

• Bachelor’s Degree in Administrative careers or related.
• Minimum 2 years of relevant experience preferably in the Insurance Industry.
• Customer service oriented.
• Initiative, leadership, organization and detail oriented skills.
• Ability to perform diagnostics, identify problems and provide resolutions as well as work independently and in a team oriented environment.
• Demonstrate flexibility and adaptability to work in a fast moving and challenging environment.
• Proficiency in MS Office (Outlook, Word, Excel, etc).
• Advance knowledge of the structure and content of the English and Spanish Language.
• Two (2) years or more of professional experience.