Policy Operations Assistant I

ViziRecruiter,LLC.; Westerville (OH); On-site; USD 38,000 - 46,000; Full time

Job summary

AF Group in Lansing, Mich. provides innovative insurance solutions and supports Century Underwriting. This role focuses on preparing and routing new and renewal quote requests and organizing supporting quote and policy documents for the Century Underwriting department.

You will support external customers (agents) and underwriting while maintaining service levels, metrics and quality of work. The position is heavily administrative and will progress from frequent supervision to moderate.

Qualifications

• High school diploma or GED required.
• At least 1 year of customer service or data entry experience.
• Progress toward or completion of AINS 101 designation.
• Ability to work in a multi-state environment.

Responsibilities

• Prepare and route new and renewal quote requests from external customers.
• Create customer correspondence as needed.
• Route supporting quote and policy documents to internal departments.
• Enter data into the computer system and access policy information.
• Monitor daily assignments to ensure timeliness.

Skills

Communication skills

Attention to detail

Data entry

Customer service

Organizational skills

Proofreading

Mathematical basics

Data accuracy

Education

High school diploma or GED

1 year customer service/data entry experience

AINS 101 designation (in progress or completed)

Tools

Microsoft Word

Microsoft Excel

Job description

Introduction

AF Group (Lansing, Mich.) and its subsidiaries are a premier provider of innovative insurance solutions. Insurance policies may be issued by any of the following companies within AF Group: Accident Fund Insurance Company of America, Accident Fund National Insurance Company, Accident Fund General Insurance Company, United Wisconsin Insurance Company, Third Coast Insurance Company, or CompWest Insurance Company.

Overview

Primarily responsible for preparing and routing new and renewal quote requests as well as organizing and routing supporting quote and policy documents for Century Underwriting department. Provides support to external customers (agents) and the Underwriting department by maintaining acceptable service levels, production metrics and quality of work completed. This role is heavily administrative in nature and will progress from needing frequent supervision to moderate.

Responsibilities

• Utilize multiple internal and external sources to complete new and renewal quote requests from external customers.
• Create customer correspondence as needed.
• Utilize multiple internal and external sources to complete renewal quote tasks that have been identified by our internal renewal bot.
• Organize and route supporting quote and policy documents to various internal departments for further review and/or processing.
• Enters data into the computer system and accesses general policy information.
• Monitors completion of daily assignments to ensure timeliness.

Requirements

EDUCATION AND EXPERIENCE

• High school diploma or G.E.D. required
• One (1) year of customer service and/or data entry experience.

Preferred Qualifications

• One (1) year of experience in an AF Group role that provides the skills and knowledge necessary to perform the role.
• One (1) year of related experience processing insurance policies (policy issuance, premium and non-premium bearing endorsements, etc.…)
• Progress toward or completion of associate in insurance (AINS) 101 designation.

OTHER SKILLS AND ABILITIES

• Excellent oral and written communication skills.
• Ability and proficiency in the use of computers and Company standard software specific to position (Business software/applications, Microsoft Word and Excel).
• Ability to work effectively in a multi‑functional, multi‑state business unit.
• Effective organizational skills and ability to prioritize work.
• Ability to proofread documents for accuracy of spelling, grammar, punctuation, and format.
• Basic math skills.
• Ability to enter alpha/numeric data accurately.
• Attention to detail.
• Ability to manage multiple priorities and meet established deadlines.
• Ability to recognize process modifications for unique requests.