Policy Service Representative, Middle Market

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.
CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them - and their family members - achieve their physical, financial, emotional and social wellbeing goals.
For a detailed look at CNA's benefits, check out our Candidate's Guide .
Under general supervision handles policy processing transactions including Policy Issuance, Policy change Endorsements, Renewals, for multiple lines of business within Commercial or Specialty lines. With direction manages on-boarding and training of new hires plus cross training current staff.
JOB DESCRIPTION:
Essential Duties & Responsibilities

• Reviews complex incoming business transactions for multiple lines of business and related information for completeness, accuracy, and quality.
• Gathers third party data and insurance application data to record information in proprietary systems.
• Works with underwriting and other areas to resolve any discrepancies and process insurance policies in a timely manner
• Trains less experienced staff and guides and coaches Policy Service Representatives with processing questions/deficiencies at WWO Service Centers.
• Effectively communicate with Branches and Underwriting to execute on follow up missing and incomplete information.
• May engage in BPO Partners.
• Determines workflow activities required to process insurance policy based on line of business.
• Participates in quality and productivity reviews and provides feedback to management

Reporting Relationship

• Supervisor or above.

Skills, Knowledge and Abilities

• Knowledge of insurance industry and its products and services.
• SME for assigned transactions and line of business.
• Ability to train, coach and counsel peers.
• Knowledge of company proprietary rating and policy administration systems.
• Detail oriented with solid analytical and computational skills.
• Strong written, verbal and interpersonal communication skills.
• Strong teamwork and collaboration skills.
• Strong customer service skills.
• Ability to handle multiple tasks and prioritize work.
• Proficient in Microsoft Office & intermediate search skills.
• Ability to meet performance standards in a fast paced, production environment.

Education and Experience

• High school diploma, GED or equivalent.
• Typically minimum of 3 years insurance transaction processing experience with minimum of 1 year commercial lines processing experience.

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CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected] .