Processing Specialist

CNA Insurance; Town of Florida (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

CNA Insurance is seeking a Policy Service Specialist to handle policy issuance, endorsements, and renewals across multiple lines of business. You will onboard and train new hires and coach peers in a collaborative environment.

The role requires a background in insurance processing, strong attention to detail, and the ability to work with underwriting and operations to ensure timely, accurate policy processing. CNA emphasizes a comprehensive benefits package and a supportive culture.

Qualifications

• High school diploma or GED is required.
• Typically minimum of 3 years insurance transaction processing experience with minimum of 1 year in commercial lines processing.
• Proficiency with MS Office and familiarity with policy administration systems.

Responsibilities

• Review complex incoming business transactions for multiple lines of business for completeness, accuracy, and quality.
• Gather third party data and insurance application data to record information in proprietary systems.
• Collaborate with underwriting to resolve discrepancies and process policies timely.
• Train and coach staff, guiding peers in processing questions and deficiencies.
• Communicate with branches and underwriting to follow up on missing information.
• Engage with BPO partners as needed.
• Determine workflow activities required to process policies by line of business.
• Participate in quality and productivity reviews and provide management feedback.

Skills

Insurance knowledge

Training & coaching

Policy/admin systems

Attention to detail

Communication skills

Teamwork

Customer service

Multi-tasking

MS Office

Production accuracy

Research skills

Education

High school diploma/GED

3+ years insurance processing experience

1 year commercial lines processing

Tools

MS Office

Policy administration systems

Job description

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.

CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals.

For a detailed look at CNA’s benefits, check out our Candidate Guide.

Under general supervision handles policy processing transactions including Policy Issuance, Policy change Endorsements, Renewals, for multiple lines of business within Commercial or Specialty lines. With direction manages on-boarding and training of new hires plus cross training current staff.

JOB DESCRIPTION:

Essential Duties & Responsibilities

• Reviews complex incoming business transactions for multiple lines of business and related information for completeness, accuracy, and quality.
• Gathers third party data and insurance application data to record information in proprietary systems.
• Works with underwriting and other areas to resolve any discrepancies and process insurance policies in a timely manner
• Trains less experienced staff and guides and coaches Policy Service Representatives with processing questions/deficiencies at WWO Service Centers.
• Effectively communicate with Branches and Underwriting to execute on follow up missing and incomplete information.
• May engage in BPO Partners.
• Determines workflow activities required to process insurance policy based on line of business.
• Participates in quality and productivity reviews and provides feedback to management

Reporting Relationship

• Supervisor or above.

Skills, Knowledge And Abilities

• Knowledge of insurance industry and its products and services.
• SME for assigned transactions and line of business.
• Ability to train, coach and counsel peers.
• Knowledge of company proprietary rating and policy administration systems.
• Detail oriented with solid analytical and computational skills.
• Strong written, verbal and interpersonal communication skills.
• Strong teamwork and collaboration skills.
• Strong customer service skills.
• Ability to handle multiple tasks and prioritize work.
• Proficient in Microsoft Office & intermediate search skills.
• Ability to meet performance standards in a fast paced, production environment.

Education And Experience

• High school diploma, GED or equivalent.
• Typically minimum of 3 years insurance transaction processing experience with minimum of 1 year commercial lines processing experience.

CNA utilizes AI-enabled technology during the recruiting process. For more information, please visit our careers page.

CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [e-mail]