Senior Insurance Operations Associate
Core
Process new insurance policies, renewals, endorsements, and cancellations; generate policy documents and reports; manage billing status for commercial casualty products.
Role type
Senior Insurance Operations Associate
Builds
Policy documents, certificates of insurance, and billing reports for commercial clients
Domain
Insurance (Property/Casualty, Excess, Primary)
Required skills
Insurance operations processing, data entry and error resolution, report generation, billing status adjustment, procedural streamlining, insurance data systems knowledge, state/federal insurance policy knowledge
Preferred skills
Property/Casualty Insurance license, advanced analytical abilities, training and guidance of lower-level staff
Technologies
Insurance data processing systems
Responsibilities
Examine and process new insurance policies, complex renewals, endorsements, and cancellations; Enter or load data into appropriate systems and research and resolve data errors; Generate and distribute policy documents, certificates of insurance, and other related materials; Organize, prepare, and update reports; Determine and adjust billing status as needed; Identify opportunities to streamline procedures, enhance efficiency, and reduce costs
Seniority
Senior, hands-on IC