Processing Specialist, Inland Marine

CNA; Lake Mary (FL); Remote; USD 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a Policy Service Representative to manage policy processing transactions. This role involves onboarding and training new hires, as well as collaborating with various departments to ensure accurate and timely processing of insurance policies. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a customer-oriented mindset. Join a company that values your contributions and offers a comprehensive benefits package, ensuring you thrive in a supportive environment while advancing your career.

Qualifications

• 3+ years of experience in insurance transaction processing, especially in commercial lines.
• Ability to train and coach peers effectively.

Responsibilities

• Handles policy processing transactions including issuance and renewals.
• Trains less experienced staff and provides coaching support.

Skills

Knowledge of the insurance industry

Training and coaching peers

Detail-oriented with analytical skills

Excellent communication skills

Proficient in Microsoft Office

Customer service oriented

Education

High school diploma or equivalent

3 years insurance transaction processing experience

Tools

Proprietary rating and 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.

Job Title: Policy Service Representative

Shift: 12 PM - 8:15 PM ET

Job Description:

Under general supervision, handles policy processing transactions including Policy Issuance, Policy Change Endorsements, and Renewals for multiple lines of business within Commercial or Specialty lines. Manages onboarding and training of new hires and cross-trains current staff.

Essential Duties & Responsibilities:

1. Reviews complex incoming business transactions across multiple lines of business for completeness, accuracy, and quality. Gathers third-party data and insurance application data to record information in proprietary systems. Collaborates with underwriting and other departments to resolve discrepancies and process insurance policies promptly.
2. Trains less experienced staff and guides Policy Service Representatives, providing coaching and support for processing questions and deficiencies at WWO Service Centers.
3. Communicates effectively with Branches and Underwriting to follow up on missing or incomplete information.
4. Engages with BPO Partners as needed.
5. Determines workflow activities required to process insurance policies based on the line of business.
6. Participates in quality and productivity reviews, providing feedback to management.

Reporting Relationship: Supervisor or above.

Skills, Knowledge, and Abilities:

• Knowledge of the insurance industry, products, and services.
• Subject Matter Expert (SME) for assigned transactions and lines of business.
• Ability to train, coach, and counsel peers.
• Knowledge of proprietary rating and policy administration systems.
• Detail-oriented with strong analytical and computational skills.
• Excellent written, verbal, and interpersonal communication skills.
• Strong teamwork and collaboration skills.
• Customer service oriented.
• Ability to handle multiple tasks and prioritize effectively.
• Proficient in Microsoft Office and intermediate search skills.
• Ability to meet performance standards in a fast-paced, production environment.

Education and Experience:

• High school diploma, GED, or equivalent.
• Minimum of 3 years insurance transaction processing experience, including at least 1 year in commercial lines processing.

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In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York, and Washington, the annual base pay range is $35,000 to $65,000. Salary is based on relevant experience, skills, certifications, and location. CNA offers a comprehensive benefits package. For details, visit cnabenefits.com.

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