Policy Services Specialist
Core
Support the underwriting team by preparing, processing, and issuing insurance policy endorsements and managing related administrative tasks.
Role type
Policy Services Specialist (Insurance Operations)
Builds
Bound insurance policies and endorsements for insured clients
Domain
Insurance / Property & Casualty
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Insurance policy forms knowledge, Microsoft Office proficiency, attention to detail, deadline management, problem-solving, independent work
Preferred skills
Underwriting training participation, file review, enterprise coding, rating for all lines, underwriting narrative updates, loss control report ordering
Technologies
Microsoft Outlook, Excel, Word, proprietary internal software
Responsibilities
Issuance of underwriting authority policies and endorsements, processing and rating premium/non-premium endorsements, interacting with Finance and Compliance, assisting underwriters with file reviews and coding, updating underwriting narratives and statements of values
Seniority
Mid-level, individual contributor