Policy Processing Specialist-2

Job Duties

• Reviews new business policies, endorsements, and renewal policies for accuracy, correct rating, and compliance with program underwriting guidelines.
• Processes cancellations and non-renewals of unacceptable risks within state statutory requirements and program underwriting guidelines.
• Reviews discount proofs to validate discount qualification.
• Processes correspondence from agents, policy holders, and loss payees/additional interests.
• Reviews, investigates and processes claim alerts.
• Processes policy reinstatements.
• Reviews underwriting reports including but not limited to MVR, Loss History, and TransUnion insurance score reports ordered at point-of-sale.
• May order and process underwriting reports such as MVR, Loss History, TransUnion Insurance score and Vehicle History reports.
• Identifies and investigates red flags encountered during processing work or phone calls.
• Documents policy files in a factual and professional manner that reflects solid thought process, decision making, and application of underwriting guidelines.
• Provides feedback to Personal Lines Underwriting Manager on agency issues.
• Handles inbound calls assisting agents and policy holders with policy questions or concerns as assigned.
• Performs duties and responsibilities within the department quality and productivity standards, state regulatory requirements, and product underwriting guidelines.

Independence

• Decisions of low complexity should be made within company guidelines.