Demo

Policy Specialist

Jewelers Mutual
Neenah, WI Full Time
POSTED ON 1/7/2025
AVAILABLE BEFORE 3/6/2025
SUMMARY

Our Policy Specialist reviews data and correspondence for new submissions and existing policies by verifying information is accurate and complete. Processes changes and updates to the policy according to company policies and procedures. Consistently meets expectations for quality, accuracy, and timeliness. 

WHY Jewelers Mutual:
We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise the tide of the jewelry industry we’ve served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.

With a generous benefits package, office locations throughout the United States, and a mantra of “making your mark today”, consider evolving your career and shining bright with Jewelers Mutual Group!

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Reviews and analyzes work related to Personal Lines policies through various channels that includes USPS, e-mail, fax, Lockbox exceptions, and others.
  • Verifies policyholder information is complete and criteria are met for processing.
  • Compares manual-entry and pre-filled data with source documents to eliminate errors.
  • Correspond with policyholders and/or jewelers via omnichannel (telephone, email, chat and SMS) to obtain information or inform them of policy status or changes.
  • Utilize the Truepic photo verification platform when requesting additional information from policyholders.
  • Staying updated with knowledge of all required policies and procedures, systems, and services.
  • Excels in accuracy and quality and views these skills as critical to the success of ongoing relationships with our customers and coworkers.
  • Embraces change, leads by example, maintains a positive work environment and ongoing learning culture.
  • Report to work at scheduled time with reliable and predictable attendance.
  • Supports and lives out our Core Values.

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

QUALIFICATIONS

  • High school degree or equivalent required; higher level education preferred.
  • 1-3 years of related experience and/or training.
    • Or equivalent combination of education and experience.
  • Proficiency in Microsoft suite applications including Word, Excel, Outlook, and PowerPoint.
  • Must be capable of becoming proficient in the Guidewire product suite.
  • Property/casualty insurance background and jewelry industry experience are helpful.

CERTIFICATES, LICENSES, REGISTRATIONS

None.

PHYSICAL REQUIREMENTS:

  • Prolonged periods sitting at a desk and working on a computer.
  • Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

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