Licensed Personal Lines Policy Processor II

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Address client needs and implement modifications to existing accounts under the guidance of the Department Manager.

• Assess applications against policy reinstatement criteria and authorize qualifying reinstatements.

• Draft business correspondence.

• Communicate with insured individuals or agents regarding information, account status, or changes.

• Review policyholder letters, applications, and company documentation to identify necessary changes and their implications.

• Adjust, update, and manage existing policies to reflect changes in coverage or insurance types.

• Inform insurance agents and the accounting department of policy cancellations.

• Handle cancellation requests in accordance with company protocols.

• Maintain organized office records and manage files or project logs.

• Process and document new insurance policies and claims.

• Prepare and file business or government forms.

• Review and confirm application and policy information.

• Transcribe and input data into worksheets and computer systems.

• Communicate task and project progress to the Supervisor.

• Anticipate project requirements, prioritize tasks, and adhere to deadlines.

• Provide backup coverage for phone queues during times of high call volume.

• Potentially oversee trainees, policy-processing tasks, documents, and brokers.

• Assist department management with additional responsibilities.

• Adhere to relevant laws, Department of Insurance standards, carrier policies, and company procedures.

• Attend work regularly and punctually.

• Engage periodically in team meetings, training sessions, and cross-functional collaboration.

⛳️ Requirements

• Active P&C Licenses for CA, AZ, TX & VA.

• At least 1+ year of underwriting experience in the property and casualty insurance sector.

• Strong administrative skills in back-end processing.

• Capability to handle increased levels of responsibility.

• Comprehensive knowledge of insurance terminology, concepts, and coverage.

• Ability to read, analyze, and interpret industry publications, technical procedures, and governmental regulations.

• Proficiency in Microsoft Office.

• Capability to utilize the Internet and adapt to new software applications and technological changes.

• Skill in prioritizing tasks and managing multiple responsibilities.

• Ability to solve practical challenges and interpret written, oral, diagrammatic, or scheduled instructions.

• Excellent communication skills.

• Ability to adapt to a paperless working environment.

• Proficient in Microsoft Excel.

• Ability to cultivate strong working relationships with staff, clients, and insurance partners.

• Capacity to articulate complex issues effectively, both orally and in writing.

• Ability to manage several projects and work assignments simultaneously.

• Consistent attendance and punctuality are required.

• May need to work mandatory overtime.

🏝️ Benefits

• Medical.

• Dental.

• Vision.

• HSA (depending on the selected plan).

• PTO.

• 401k.

• Company-observed Holidays.