Policy Processing & Underwriting Support Associate

Socket.dev; New Holland (Lancaster County); On-site; USD 22,000 - 30,000; Full time

Job summary

Socket.dev is seeking a policy processing assistant to handle new policies, renewals, changes, and cancellations. You will verify policy information and communicate with agents and policyholders about underwriting processing and customer service matters.

Responsibilities include entering data into the processing system, quoting existing business, and preparing letters. The role requires basic rating understanding, accuracy, and ability to travel to multiple office locations as needed.

Qualifications

• High School or equivalent education required.
• Ability to learn rating and procedural concepts required.
• Effective interpersonal and communication skills required.
• Ability to detect and correct errors in procedures required.
• Ability to work effectively with company computer systems and processing methods required.
• Ability to work flexible hours, travel to all organization offices (including in Pennsylvania, Ohio, and South Dakota) and travel to vendor work sites required.

Responsibilities

• Enter new policies, changes, and cancellations into the policy processing system.
• Provide quoting of existing business as requested.
• Understand simple premium transactions within a policy processing system.
• Communicate with agents and policyholders regarding customer service-related matters.
• Assign tasks to designated resources and maintain efficiencies in processing workflows.
• Prepare and send policyholder/agent letters.
• Order reports: MVRs, CLUE, and credit reports.
• Distribute and scan mail.
• Participate in quality assurance functions.
• Perform other duties as assigned.

Skills

Interpersonal skills

Communication skills

Attention to detail

Problem solving

Education

High School or equivalent

Job description

Socket.dev is seeking a policy processing assistant to handle new policies, renewals, changes, and cancellations. You will verify policy information and communicate with agents and policyholders about underwriting processing and customer service matters.

Responsibilities include entering data into the processing system, quoting existing business, and preparing letters. The role requires basic rating understanding, accuracy, and ability to travel to multiple office locations as needed.