Back
Back
Back
Back

Customer Job

Insurance Operations Specialist

Job ID: 25-08026
Job Title: Insurance Operations Specialist
Location: Remote - Madison, WI; Phoenix, AZ; Boston, MA
Duration: 4 months
Contract Type: W2 only
Pay Rate: $25.00 - $31.25/hour

Primary Accountabilities
  • Serves as first point of contact (calls, emails, chats) and resolution for quoting and online binding support, market inquiries, service issues, requests, policies, procedures, and billing/account information.
  • Assists agents and staff with carrier information and general processes and procedures.
  • Prepares and releases coverage and premium financing quotes.
  • Processes policy information including issuance of certificates. Ensures accuracy and completeness according to carrier specifications.
  • Orders inspections as requested.
  • Escalates more complex issues to appropriate subject matter area expert.
  • May be asked to develop role specific standard work processes for team, mentor team members and provides project support.
  • May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.

Specialized Knowledge & Skills Requirements
  • Demonstrated experience providing customer-driven solutions, support or service.
  • Demonstrated experience and proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel, etc.)
  • Solid knowledge and understanding of insurance or brokerage customer service or policy processing processes, terms and procedures.
  • Demonstrated experience in customer service for insurance or brokerage products.
  • Solid knowledge of state-specific regulations and system/procedural support for insurance or brokerage products.
  • Solid knowledge and application of underwriting processing, servicing or billing guidelines.
  • Demonstrated experience using reference materials, reading policy language, and processing rules and procedures.
  • Demonstrated written and verbal communication skills.
  • If unlicensed, provide proof of successful completion of the AD Banker On-Line Pre-Licensing Course for employee's resident state prior to 8:00am CT the Wednesday before start date or the offer will be rescinded. Proof of successful completion is: 1. A score of at least 90% on the comprehensive exam for resident states having this exam in their coursework, and/or 2. The certificate(s) of completion for resident states requiring a pre-licensing course.

Licenses
  • Resident state producer license property and casualty producer license for commercial lines required.
  • Property and casualty producer licenses for all operating and/or service states must be obtained within 60 days of hire.
  • Required to maintain current, active license(s) status by continuing education and meeting all state, operating and regulatory requirements.
  • Preference will be given to candidates who have an active P&C Producer's license.

CV or resume

Choose file
or drag and drop file here
For best results, upload *.doc/.docx/.pdf format files only (File size must be less than 2MB)

Personal information

Tell us something about yourself

How may I help you?