Policy Services Technician

W. R. Berkley Corporation; Waterloo; On-site; CAD 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual for a role focused on policy issuance and customer service. This position involves setting up new policies, issuing renewals, and ensuring compliance with contractual rules. The ideal candidate will excel in organizational and communication skills, thrive in a fast-paced environment, and contribute to maintaining data integrity. The company offers a competitive compensation plan along with a robust benefits package, making it an attractive opportunity for those looking to grow in the insurance sector.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Wellness Programs

Paid Time Off

401(k)

Profit-sharing Plans

Qualifications

• Knowledge of workers compensation insurance policies desired.
• Must be detail-oriented with good organizational skills.

Responsibilities

• Set up new policies and issue renewals following contractual rules.
• Provide prompt and accurate customer service and respond to requests.

Skills

Organizational Skills

Communication Skills

Detail-oriented

Typing Skills

Knowledge of Workers Compensation Insurance

Education

High School Diploma or GED

Two Years Office Experience or Post-high School Education

Tools

Client/server-based Policy Processing Software

Job description

Company Details

We’re a member company of W. R. Berkley Corporation, an A. M. Best A+ rated Fortune 500 holding company. Berkley is comprised of individual operating units that serve a defined insurance market segment. Berkley Risk is focused on providing self-insured entities program administration services and insurance operations which can include taking or sharing risk using Berkley paper. This capability allows us to customize both an insurance company option and a purely administrative option for our customers.

Responsibilities

Responsible for setting up new policies following contractual rules and regulations, issuing new and renewal policies, issuing policy endorsements, responding to all agent/customer requests, offering renewals to current policy holders, analyzing and processing incoming correspondence and processing audits. Responsible for prompt and accurate customer service.

Customer Service

• Comply with contractual rules
• Answer all types of customer telephone calls
• Analyze correspondence to determine action needed
• Prepare correspondence and do follow up if necessary

Policy Issuance

• Review all new business policies to determine the agency assigned
• Set up new agencies in the computer
• Assign new business
• Set up new policies in the computer
• Offer renewal to existing policy holders
• Review all new business policies to determine the agency assigned

Policy Maintenance

• Issue endorsements based on correspondence, customer/agent requests, audit of prior year
• Process cancellations/reinstatements
• Update files for agent changes

Policy Audit

• Determine audit type (voluntary reporting or physical)

Accountable For

• Accuracy and integrity of data in the computer, on the policy, renewal offer, cancellation, endorsement and all other documents distributed outside or inside the organization
• Meeting policy issuance standards for new and renewal policies
• Meeting timeliness standards based on individual contract agreements and departmental standards
• Meeting team timeliness and quality standards

May perform other functions as assigned

Qualifications

• Knowledge of workers compensation insurance policies desired
• Good organizational and communication skills
• Must be detail-oriented
• Working knowledge of client/server-based policy processing software in a Windows environment helpful
• Good typing skills

Education

• High school diploma or GED and two years office experience or post-high school education

Additional Company Details

The Company is an equal employment opportunity employer. We do not accept unsolicited resumes from third party recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: • Base Salary Range: $40k - $50k • Benefits include Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role