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Processing Specialist

Posted about 7 hours agoViewed

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💎 Seniority level: Middle, 3-5 years

📍 Location: United States, EST

🔍 Industry: Insurance

🗣️ Languages: English

⏳ Experience: 3-5 years

🪄 Skills: Communication SkillsAnalytical SkillsCustomer serviceMicrosoft OfficeWritten communicationProblem-solving skillsVerbal communicationActive listeningClient relationship managementData entrySales experienceComputer skills

Requirements:
3-5 years experience servicing or selling Property & Casualty Insurance Commercial policies.
Responsibilities:
  • Receive incoming phone calls and tasks regarding a policy document request, billing inquiry or renewal review.
  • Locate new or renewal policies in the system, review for accuracy and set up for delivery to the policyholder.
  • Communicate with insureds, agents and underwriters to ensure policy renewals are bound, provide task and billing updates, cancellation review, policy status when necessary.
  • Set up accounts in system and process FNOS (First Notice Of service) and FNOS Renewal tasks.
  • Process insured request cancellations and White Glove pre-cancellation communication.
  • Take ownership. Maintain adequate suspense on outstanding items and follow up in a timely manner until its conclusion.
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