Temp Insurance Operations Support

acg; Florida; À distance; USD 37 000 - 50 000; Plein temps

Résumé du poste

acg is seeking an Insurance Operations Support I for a temporary six-month assignment. Working remotely, you will handle updates to Brokered Business and Branded files under minimal supervision, with Monday–Friday, 8am–5pm schedule.

Core duties include communicating with customers, applying insurance knowledge to advise on coverage, reviewing and binding policies, data entry in IPM and Guidewire, and generating reports to identify processing issues.

Qualifications

• Requires a high school diploma or equivalent.
• Minimum 2 years of customer service experience.
• Insurance processing familiarity and policy knowledge.
• Ability to work with multiple data sources and reports.
• Experience with data entry and manual processing.

Responsabilités

• Conduct outbound calls and respond to inquiries to resolve issues.
• Recommend coverage options based on policies.
• Review policies and quote/bind replacement coverage.
• Enter data in IPM and Guidewire and price quotes.
• Process payments and account changes.
• Assist on projects related to scope of work.
• Prepare and analyze reports for processing.

Connaissances

Customer service

Data entry

Multitasking

Communication

Formation

High School diploma or equivalent

Outils

IPM

Guidewire

Description du poste

Job Type

Full time

Exempt/Non Exempt: Hourly

Location Details

Remote

Position Schedule / Shift

Monday - Friday, 8am - 5pm

This is a Temporary position for approximately six months.

Position Summary

Under minimal supervision, the Insurance Operations Support I, accurately processes a variety of updates and changes to Brokered Business and Branded files and accounts.

Primary Duties and Responsibilities

Operations Support

• Conduct outbound telephone calls and correspond with customers to gather information, respond to inquiries, and resolve issues
• Use knowledge of insurance policies and procedures to make recommendations to customers regarding accounts, additional coverage needed, or additional products needed
• When necessary, review current policies, discuss coverage options, quote replacement coverage, and bind policies
• Examine policy and determine appropriate adjustments to serve the best interests of both the member and the organization
• Clerical duties include, but are not limited to:
  • Updating customer policies,
  • Processing payments on carrier websites,
  • Completing account terminations, performing manual data entry and
  • Quoting of Independent Agent Book Rolls based on information provided by the agency
• Manually enter data in IPM and Guidewire systems and quote leads that failed in the automation process based on information provided in data extract
• Act as lead to answer inquiries, resolve problems and provide guidance and direction to various business partners
• May participate on projects related to scope of work performed

Data Analysis and Reporting

• Gather appropriate information and review documents to determine the required actions necessary to conclude processing
• Create, run, and review reports to determine processing errors
• Investigate and identify key issues and patterns from data (requires working between multiple spreadsheets and source systems simultaneously)
• Track quoting data for reporting (number of policies hitting stabilization cap, number of policies referred for revisions, etc.)
• Balance, review and edit a variety of reports and logs within scope of responsibilities

Processing

• Complete processing and updates to accounts while ensuring efficiency and compliance with corporate and regulatory guidelines
• Enter corrections and recode files when necessary
• Review automated quotes that were unable to automatically bind and revise them to completion
• Utilizes industry and agency knowledge to identify areas of opportunity and improve efficiencies
• Provide input regarding updates to processing and correction procedures Take a broad perspective to solve problems and identify new solutions

Qualifications

Required

Education

• High School diploma or equivalent

Experience

• Minimum 2 years customer service
• Providing a high level of customer-focused service
• Servicing insurance policies and processing applications, renewals, and amendments
• Reading and understanding correspondence from agents and insured
• Processing transactions and posting information to the appropriate accounts
• Performing manual data entry and quoting of Independent Agent Book Rolls based on information provided by the agency
• Performing manual data entry and quoting for leads that failed during the automation process; as well as utilizing multiple spreadsheets and source systems simultaneously
• Reviewing automated quotes that were unable to bind automatically and revise to completion
• Adjusting completed quotes based on new information provided by insured before finalizing the binding process
• Maintaining quoting data tracking for reporting purposes including the number of policies reaching stabilization cap, number of policies referred for revisions, etc.)
• Analyzing books of business for accuracy and identifying necessary revisions appending with process

Knowledge of

• Business practices (i.e., grammar and spelling)
• Business processing procedures
• Data entry and processing techniques
• Insurance processing techniques and requirements
• Insurance terminology
• General insurance regulations
• Underwriting procedures
• Sales regulatory and compliance guidelines
• Book roll processes and procedures

Skills and Ability to

• Operate and navigate multiple sources of information
• Maintain accurate records, including accurately logging, coding, and verifying information
• Operate multiple computer systems and programs
• Audit computer files for reports and gather data to update them
• Write correspondence and memos
• Analyze policy details and make decisions
• Work within time, productivity, and quality constraints
• Promote the sale of insurance products
• Provide guidance and a high customer service level to customers (i.e., insurance coverages and quote/bind insurance as appropriate)
• Alternate within department as needed to perform various processing tasks and/or to complete training
• Investigate and resolve complex problems
• Process payments
• Ef