- Comply with contractual rules
- Occasionally answer customer telephone calls
- Analyze correspondence to determine action needed
- Prepare correspondence and do follow up if necessary
- Providing loss information to approved agents as requested
- Review all new business policies to determine the agency assigned
- Assign new business
- Set up new submissions
- Assist with delivery of New and Renewal policies
- Assist with delivery of policy endorsements based on correspondence, customer/agent requests
- Update files for agent changes
- Assist department with commercial auto filings and motor vehicle records
- Accuracy and integrity of data on the policies, endorsements and with all documents distributed outside or inside the organization
- Meeting policy issuance standards for new and renewal policies
- Meeting timeliness standards based on individual contract agreements and departmental standards
- Meeting team timeliness and quality standards
- Basic knowledge of commercial insurance desired
- Good organizational and communication skills
- Must be detail-oriented
- Working knowledge of Microsoft Word and Excel, Adobe Acrobat
- High school diploma or GED and two years office experience or post-high school education
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Policy Services Technician - Minneapolis, United States - W.R. Berkley Corporation
Description
Company DetailsBerkley Human Services, a Berkley Company, is devoted to meeting the needs of Human Services Organizations. Our insurance policies are written through our Berkley affiliates, each of which is rated A+ (Superior) by A.M. Best Company with a Financial Category of XV.
We offer property and casualty coverages designed for the unique operational aspects of social service organizations.
Our Human Services Program dates back to 1989, and has continuously evolved to meet the unique needs of the market we serve.
We insure both nonprofit and for-profit social service organizations, such as child daycare, sheltered workshops, group homes, senior citizen centers, senior independent living, schools, counseling services, YMCAs, YWCAs, and Boys & Girls Clubs.
ResponsibilitiesResponsible for creation, management and quality of New Business and Renewal submissions following all contractual rules and regulations. Submission entry and clearance will also require adherence to naming standards and filing procedures.
Assist with office incoming mail and outgoing mail, motor vehicles records, commercial automobile filings and signed form follow-ups as requested by Underwriting or driven by standard departmental practices.
Shared responsibility of delivery of policies and endorsements as well as assisting agencies requesting loss runs. Responsible for promptly responding to all agent/customer requests, analyzing and processing incoming correspondence.Customer Service
Qualifications
The Company is an equal employment opportunity employer We do not accept any unsolicited resumes from external recruiting agencies or firms.
The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Responsibilities Responsible for creation, management and quality of New Business and Renewal submissions following all contractual rules and regulations.
Submission entry and clearance will also require adherence to naming standards and filing procedures.Assist with office incoming mail and outgoing mail, motor vehicles records, commercial automobile filings and signed form follow-ups as requested by Underwriting or driven by standard departmental practices.
Shared responsibility of delivery of policies and endorsements as well as assisting agencies requesting loss runs. Responsible for promptly responding to all agent/customer requests, analyzing and processing incoming correspondence. Customer Service - Comply with contractual rules - Occasionally answer customer telephone calls - Analyze correspondence to determine action needed - Prepare correspondence and do follow up if necessary - Providing loss information to approved agents as requested Policy Issuance - Review all new business policies to determine the agency assigned - Assign new business - Set up new submissions - Assist with delivery of New and Renewal policies Policy Maintenance - Assist with delivery of policy endorsements based on correspondence, customer/agent requests - Update files for agent changes - Assist department with commercial auto filings and motor vehicle records Accountable For - Accuracy and integrity of data on the policies, endorsements and with all documents distributed outside or inside the organization - Meeting policy issuance standards for new and renewal policies - Meeting timeliness standards based on individual contract agreements and departmental standards - Meeting team timeliness and quality standards May perform other functions as assigned