Policy Servicing File Management Jr

Chubb External; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Chubb External is seeking a Policy Servicing File Management Jr. to act as the primary contact for the line of business and distribution channels.

You will handle high volumes of policy records, bridge between LOBs and processing centers, and issue policies across business lines. The role requires a Bachelor's degree in business administration or related field, strong MS Office skills, and bilingual English/Spanish capabilities.

Qualifications

• Bachelor's degree in Business Administration or related field.
• 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 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, invoices, etc.
• Perform special projects and related duties as assigned.

Skills

MS Office (Word)

MS Excel (Macro)

MS PowerPoint

English proficiency

Spanish proficiency

Education

Bachelor's Degree in Business Administration or related

Tools

Microsoft Office Suite

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

• - 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.