Policy Servicing File Management Jr

Chubb; Friday Harbor (WA); On-site; USD 60,000 - 80,000; Full time

Job summary

Chubb is seeking a Policy Servicing File Management Jr. to coordinate renewal activities and policy issuance across multiple lines of business.

The role serves as the primary liaison between the line of business and processing centers, handling high volumes of transactions efficiently. The incumbent will evaluate renewal data, generate quotes, negotiate with brokers, and coordinate with underwriters on exceptions.

Qualifications

• Bachelor's degree in business administration or related.
• Proficient in MS Word, Excel (Macro) and PowerPoint.
• Intermediate knowledge of English and Spanish language.

Responsibilities

• Evaluate renewal database.
• Generate quotes for renewals.
• Act as first point of contact with the broker for renewals.
• Negotiate renewals with brokers according to guidelines.
• Discuss cases with underwriters that are out of guidelines.
• Generate issuance orders and policies.
• Develop the experience of the policies.
• Manage multiple lines of business.
• Process and issue policies, endorsements, cancellations, certificates, bills/invoices.
• Perform special projects and other duties as assigned.

Skills

English & Spanish

Education

Bachelor's degree in Business Administration

Tools

MS Word

MS Excel (Macro)

PowerPoint

Job description

JOB DESCRIPTION

Role Purpose

The Policy Servicing File Management Jr. is the point of contact for the line of business and distribution channels. Works with complexity and high volume of transactions. Is responsible for bridging the LOB's and processing center. Is also responsible to process policy records in the central system and issue policies for all business lines.

Key Responsibilities

• Evaluate renewal database.
• Generate quotes for renewals.
• Act as first point of contact with the broker for renewals.
• Negotiate renewals with brokers according to established guidelines.
• Responsible for discussing with underwriters those cases out of guidelines.
• Generate issuance orders and policies.
• Develop the experience of the policies
• Manage multiple lines of business.
• Processing and Issuance of Policies, Endorsements, Cancellations, Certificates, Billings/Invoices, etc.
• Perform special projects and other related duties as assigned.

QUALIFICATIONS

Requirements

• Bachelor's Degree in Business Administration or related.
• Proficient in MS Applications (Word, Excel (Macro) and Power Point).
• Intermediate knowledge of the structure and content of the English and Spanish Language.

Experience

• Four (4) to Six (6) years or more of relevant experience in the insurance industry, preferable.

ABOUT US

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.