Operations Technician Senior - Commercial Lines
Core
Support commercial lines operational and underwriting processes by handling policy transactions, reviewing new and renewal business, and assisting underwriters, claims, sales producers, and agents.
Role type
Senior operations technician (insurance)
Builds
Policy documentation, certificates of insurance, and operational records for commercial lines customers.
Domain
Insurance / Commercial Lines
Required skills
Policy transaction processing, data accuracy verification, regulatory compliance, records management, internal system documentation, administrative support
Preferred skills
Commercial lines insurance operations experience, Associate Degree
Technologies
Internal policy and claims systems
Responsibilities
Respond to internal and external information requests regarding plan details and processing requirements; Document and maintain customer policy information ensuring data accuracy and compliance; Process and release policy documentation such as certificates of insurance; Provide operations support for new and renewal transactions and policy updates; Participate in process improvement projects and quality audits.
Seniority
Senior, hands-on IC