Policy Servicing File Management Jr

Chubb; San Juan (PR); On-site; USD 48,000 - 64,000; Full time

Job summary

Chubb in San Juan, PR is hiring for a Policy Servicing File Management Jr. role. The candidate will handle renewal processing, broker communications, and issuing policies across multiple lines of business.

The job requires handling high volumes and bridging the LOBs with the processing center. The position emphasizes renewal quotes generation, collaboration with underwriters on out-of-guidelines cases, and issuance orders.

Qualifications

• Bachelor’s degree in Business Administration or related field.
• Proficient in MS Applications (Word, Excel (Macro) and Power Point).
• Intermediate knowledge of the 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 out of guidelines with underwriters.
• Generate issuance orders and policies.
• Develop the experience of the policies.
• Manage multiple lines of business.
• Process and issue policies, endorsements, cancellations, certificates, billings/invoices, etc.
• Perform special projects and related duties.

Skills

Bilingual English/Spanish

MS Office

Education

Bachelor’s Degree in Business Administration or related

Tools

Microsoft Office Suite

Job description

• 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.

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.

Requirements

QUALIFICATIONS

• 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.