Demo

Personal Lines Policy Processor

Aspire General Insurance
Rancho Cordova, CA Full Time
POSTED ON 4/10/2024 CLOSED ON 5/8/2024

What are the responsibilities and job description for the Personal Lines Policy Processor position at Aspire General Insurance?

Aspire General Insurance Services is looking for a Personal Lines Policy Processor to join our enthusiastic team of professionals. This position performs essential functions for the company. If you thrive on challenge, possess high energy, & want to excel, you are the candidate we want! Competitive pay plus Benefits and PTO! Apply now!

ESSENTIAL DUTIES AND RESPONSIBLILITES:

  • Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
  • Compose business correspondence for supervisors, managers and professionals.
  • Correspond with insured or agent to obtain information or inform them account status or changes.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Modify, update, and process existing policies to reflect any change amount of coverage, or type of insurance.
  • Notify insurance agent and accounting department of policy cancellation.
  • Process policy cancellation requests within company guidelines.
  • Organize and work with detailed office records, maintaining files and/or logs of various projects.
  • Process and record new insurance policies and claims.
  • Process, prepare, and submit business or government forms.
  • Review and verify data, such as age, name, address on insurance applications and policies.
  • Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.

SKILL AND EDUCATIONAL REQUIREMENTS:

  • Experience in the property and casualty insurance industry required
  • Strong administrative qualities in back end processing
  • Advanced proficiency in MS Excel
  • High School diploma or GED required and college degree preferred
  • A clear understanding of insurance industry practices, standards and terminology
  • Familiar with Microsoft Office; ability to use Internet and adapt to new software programs and changes in technology

Only well-qualified candidates need apply

  • Equal opportunity employer.

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