Performs a variety of moderately complex Policy Operations tasks in support of the business within established production and quality guidelines.
Reviews instructions from agent, underwriter, insured, broker, etc. to understand / determine what is needed to provide quotes, issuances, renewals, endorsements, etc.
Computes premiums on quotes, issuances, renewals, audits, endorsements and / or cancellations / reinstatements based on proper rate selection, rules and company procedures.
Enters rate, premium and / or policy information into appropriate systems for policy updates / issuance.
Maintains file accuracy and completeness.
Orders, prepares and / or updates reports (i.e., motor vehicle reports, loss reports, financial reports, loss run requests, etc.) and / or legal notices (i.e., Notice of Cancellation, non-renewal notice, motor vehicle / motor carrier filings, etc.).
Sets up and clears submissions.
Researches and resolves and / or corrects errors and / or issues.
Prepares, assembles and / or issues policy / endorsements and associated documentation.
Researches and reconciles premium / billing accounting discrepancies. Responds to premium / billing questions.
Performs preliminary risk evaluation and / or loss analysis.
Utilizes computerized systems for research, tracking, information gathering and / or troubleshooting (i.e., Excel / Word programs, legacy systems, internal systems, third party vendor delivered systems, etc.).
Shares and / or conveys moderately complex information via telephone, e-mail, fax, regular mail or in person to underwriters, agents, brokers, reinsurers and / or insureds maintaining a professional demeanor in all situations.
May assist and participate in other departmental processes / projects, such as changes / enhancements to forms and screens, user acceptance testing for systems and policies, and reviewing impact to current policies / practices.
May act as a liaison with other departments and facilitate interdepartmental communication.
May perform other tasks including support, photocopying, imaging, mail, data entry and / or supply functions.
Demonstrates advanced knowledge of department policies and procedures, as well as the business (including products, coverages, etc.) and organization. Complies with company and regulatory guidelines.
As appropriate for line of business, may approve new business, renewal business and / or endorsements based on a defined set of instructions / guidelines.
Performs other duties as assigned.