Guided by an entrepreneurial spirit, Universal Shield Insurance Group is a hybrid property and casualty insurer and insurtech that provides innovative insurance solutions to underserved markets for small businesses on both an admitted and surplus lines basis. Via online state-of-the-art agency portals, we design our products intuitively and device agnostic to accelerate competitive underwriting decisions for our partners and customers.
Our Policy Services Department is seeking a professional self-starter who is an accomplished multitasker and strives to deliver world-class service to key stakeholders (internal team members, company underwriters, agents, producers, and customers).
This is also an opportunity to develop commercial insurance underwriting skills and professional designations while serving as a Policy Services Technician with training and company-paid professional designation self-training through “The Institutes.”
Key Responsibilities

• Monitors the Policy Services inbox quickly and accurately, assigning tasks to the appropriate Underwriter and Underwriting Assistant.
• Updates the Submission Activity report daily for management review, including details such as date, insured name, effective date, agent, and underwriter information.
• Monitors the Quoted Inbox in Outlook, creates and indexes documents in Teams, and assigns them to underwriters.
• Monitors the Garage Bind Inbox in Outlook and imports data into the Policy Data Capture Workbook.
• Assists the Garage Department by creating adjustments in USIS for endorsement requests.
• Monitors the Bind Inbox in Outlook, creates policy folders in Teams, and indexes documents across multiple workflows.
• Imports all data information into the Policy Data Capture Workbook and corresponds with agents or underwriters as needed (e.g., requesting documents, reinsurance, and inspection reports).
• Processes policies with premium changes by requiring a form and sending it to IT for adjustments in USIS.
• Notifies the IT Department if a policy is not in USIS but is in TEAMS.
• Sort and search UW, Claims Mail, and import documents into policy file.
• Prep UW mail and import documents in the policy file.
• Index emailed documents into the policy files.
• Perform other duties as requested or assigned by management.

Skills And Experience

• Proficient in computer usage
• Capable of conducting precise searches for existing Policy and Quote files
• Pays close attention to details
• Versatile and capable of managing multiple tasks simultaneously
• Able to understand and execute instructions effectively
• Possesses strong communication skills, both verbally and in writing
• Adaptable to changes in procedures
• Demonstrates effective problem-solving abilities
• Maintains a positive outlook and approach

Employment Qualifications

• High School Diploma, GED required

Hourly Pay Range: This is a non-exempt position with an hourly pay range of $19.00-$23.00 per hour (negotiable based on experience)
Universal Shield Insurance Group offers an industry-competitive benefits package including health insurance with a company-contributed HSA, dental insurance, vision coverage, short-term disability insurance, long-term disability insurance, AD&D insurance, Employee Assistance Program (EAP), and other lifestyle and family-friendly and work/life balance benefits. We also offer a company-matched 401K, PTO for employees and other ancillary workforce benefits. Applicants selected for interviews will receive more information on our full company benefit program.
About Universal Fire & Casualty Insurance CompanyGuided by an entrepreneurial spirit, Universal Fire & Casualty Insurance Company (UFCIC) is a hybrid property and casualty insurer and insurtech that provides innovative insurance solutions to underserved markets for small businesses. Via online state-of-the-art agency portals and direct to consumer retail (B2C) and business to business (B2B) websites, we design our products intuitively and device agnostic to accelerate competitive underwriting decisions for our partners and customers. UFCIC targets property and casualty insurance for small businesses that are managed in such a way that they deserve to qualify for, and enjoy, the additional advantages in security and coverage offered by an admitted product. While the surplus market, as a last resort channel, can provide a reduced coverage form at a higher price, UFCIC turns this dynamic upside down. Via a higher standard of acceptance, expert underwriting rules, advanced analytics, machine learning, and external data sources to supplement standard risk information, the majority of UFCIC’s target business can “graduate” from the surplus lines and be provided with a superior coverage form in the admitted marketplace. For those risks that necessitate the surplus market, our company uses our E&S carrier, Shield Indemnity, for risk placement. UFCIC also serves the specialty surety bond marketplace by providing a variety of proprietary, cutting-edge, and competitively priced surety products available through efficient direct and agent based technology enabled portals. Via UFCBonds.com (B2C), customers can buy License and Permit bonds direct, as well as other types of surety bonds, with zero commissions and fees – savings are up to 25% compared to online agency based surety bond platforms. For business to business (B2B), our BondRamp.com platform serves our distributors for surety bond placement. Additionally, UFCBonds.com and BondRamp.com issue most bonds instantly and are available 24x7x365 and accessible by computer, tablet, or mobile device. UFCIC is part of the Universal Shield Insurance Group (www.universalshield.com). Universal Shield is composed of Universal Fire & Casualty Insurance Company (www.ufcic.com) - an admitted carrier - and Shield Indemnity Inc. (shieldindemnity.com) - an excess and surplus carrier.