Policy Processing Representative
Core
Support accurate and efficient processing of commercial insurance policies, including reviewing submissions, applications, endorsements, renewals, and cancellations to ensure compliance and data integrity.
Role type
Policy Processing Representative
Builds
Commercial insurance policies and related transactions
Domain
Insurance / Commercial Insurance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Policy administration, data entry, commercial insurance operations, Microsoft Excel, Microsoft Word, SQL (plus)
Preferred skills
Underwriting support, premium calculations, process optimization, special projects
Technologies
Microsoft Excel, Microsoft Word, SQL
Responsibilities
Review and clear new business submissions; Populate underwriting applications; Bind and issue new and renewal commercial insurance policies; Process policy endorsements, cancellations, reinstatements, and renewal notices; Troubleshoot booking, accounting, and policy-processing discrepancies; Create and distribute routine and ad-hoc reports; Support underwriting-related activities including reviewing risk factors and assisting with premium calculations.
Seniority
Entry-level to Mid-level, hands-on IC