What are the responsibilities and job description for the Policy Specialist (Underwriting Assistant) position at Career Personnel, Inc.?
Policy Specialist (Underwriting Assistant)
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Our client, a Global company is searching for a Policy Specialist to join their reputable organization.
HYBRID work schedule.
Excellent benefits with quick coverage (medical, dental, vision, 401k, Profit Sharing and more), 35-hour week, low turnover, great people to work with.
Responsible for issuing policy documents (policy, endorsements, certificates, invoices) per underwriter instructions using Company’s policy issuance system and other applications outside of the policy issuance system such as Microsoft Word and Nitro PDF and copying / filing documents.
Interpret underwriter instructions to issue policy documents
Update data in Company’s system to issue policy documents including manuscript documents and amended wordings
Issue documents in priority of urgency and Company standards and be able to adjust priorities
Copy and prepare policy documents for filing
Utilize telephone and Microsoft Outlook to communicate questions / answers and transmit policy documents to underwriters and brokers
Calculate endorsement premiums for manual policies using underwriter’s instructions
Desired Qualifications
Minimum of an Associate’s Degree
Minimum of 2 years of administrative experience or in a similar position
Strong computer skills
Ability to interpret instructions and ask questions to achieve resolution of queries and discrepancies
Excellent proofreading skills
Demonstrate effective listening, customer service, interpersonal and written / verbal communication skills
Demonstrate strong time management, organizational, multitasking, and problem-solving skills
Ability to work in a high-volume work environment with changing priorities
Prior experience in insurance or financial industry a plus
Career Personnel, Inc., established in 1990, is a privately owned Human Resources Consulting / Recruiting firm. With many years of successful recruiting experience, we have a very loyal and diverse client base.
We specialize in Direct-Hire placements and represent the best opportunities available. We strive to understand the needs of both the clients and candidates in order to identify the “right fit” and to accomplish everyone’s goals.
LinkedIn Profile www.linkedin.com / pub / judy-quackenbush / b / 710 / 750 /
