Policy Service Analyst – US Insurance

PNI Business Solutions, Inc.; Metro Manila; On-site; PHP 279,000 - 469,000; Full time

Job summary

PNI Business Solutions, Inc. is seeking a Policy Service Analyst to review US commercial insurance submissions, manage documents, and coordinate with onshore teams and underwriters.

You will maintain trackers in MS Excel, handle loss run requests, and ensure accuracy, timely responses, and adherence to client requirements.

Qualifications

• 1-3 years of US Insurance Operations experience (Submissions/Policy Administration/Underwriting Support).
• Experience processing and reviewing US commercial insurance submissions.
• Experience reviewing insurance documents and submission requirements.
• Experience with document filing and document management.
• Experience handling loss run requests and collection chasers.
• Strong attention to detail and MS Excel skills.
• Good written and verbal communication skills.

Responsibilities

• Review, validate, and process US commercial insurance submissions.
• Check submission documents for completeness, accuracy, and compliance.
• Process submissions involving CGL, MPL, A&E, and Excess lines.
• Perform document filing and document management.
• Handle loss run requests, update trackers, monitor pending requests, and follow up for completion.
• Send collection chasers and follow up with clients or relevant teams for missing documents and information.
• Maintain accurate submission trackers and records using MS Excel.
• Coordinate with onshore teams and underwriters to resolve submission questions and missing information.
• Meet required quality, productivity, accuracy, and turnaround time standards.
• Support process improvements to improve quality and efficiency.

Skills

Attention to detail

MS Excel

Written communication

Verbal communication

US Insurance Operations

Education

Bachelor's degree in Business/Commerce/Insurance

Job description

ABOUT THE ROLE

The Policy Service Analyst will review and process US commercial insurance submissions, manage insurance documents and loss run requests, maintain trackers, and coordinate with onshore teams and underwriters.

KEY RESPONSIBILITIES

• Review, validate, and process US commercial insurance submissions based on client requirements.
• Check submission documents and policy information for completeness, accuracy, and compliance.
• Process submissions involving CGL, MPL, A&E, and Excess lines of business.
• Perform document filing and document management.
• Handle loss run requests, update trackers, monitor pending requests, and follow up for completion.
• Send collection chasers and follow up with clients or relevant teams for missing documents and information.
• Maintain accurate submission trackers and records using MS Excel.
• Coordinate with onshore teams and underwriters to resolve submission questions and missing information.
• Meet required quality, productivity, accuracy, and turnaround time standards.
• Support process improvements to improve quality and efficiency.

MUST-HAVE QUALIFICATIONS

• 1-3 years of experience in US Insurance Operations, specifically in Submissions, Policy Administration, or Underwriting Support.
• Experience processing and reviewing US commercial insurance submissions.
• Experience reviewing insurance documents, policy information, and submission requirements.
• Experience with document filing and document management.
• Experience handling loss run requests.
• Experience performing collection chasers.
• Strong attention to detail.
• Good MS Excel skills.
• Good written and verbal communication skills.

NICE-TO-HAVE QUALIFICATIONS

• Knowledge of General Commercial Liability (CGL), Miscellaneous Professional Liability (MPL), Architects & Engineers (A&E), and Excess Insurance.
• Bachelor's degree, preferably in Business, Commerce, Insurance, or a related field.