Binding Operations Coordinator
Core
Coordinate the binding process of insurance policies, ensuring adherence to underwriting guidelines and regulatory standards while acting as a liaison between underwriters and brokers.
Role type
Operations Coordinator (Insurance Binding)
Builds
Accurate and compliant insurance policies, endorsements, and related documentation for retail brokerage firms.
Domain
Insurance / Specialty Insurance Distribution
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Insurance industry knowledge, policy binding procedures, underwriting application administration, quote preparation, policy endorsement processing, record maintenance, client communication, report generation
Preferred skills
State P&C and/or surplus line licenses, Certified Insurance Counselor (CIC)
Technologies
Underwriting applications, policy management systems
Responsibilities
Input necessary information into underwriting applications for accurate policy rating, documentation, and issuance; respond to broker inquiries and collect information for quoting; process and issue policy endorsements; maintain comprehensive records of binding transactions; communicate with clients to collect information and explain policy terms; execute work assigned by underwriters when unavailable; prepare reports on binding metrics and compliance.
Seniority
Entry-level to Junior, hands-on IC