Insurance Operations Specialist
Core
Examines and processes complex insurance policies, renewals, and cancellations; generates policy documents and reports; manages billing and premium inquiries for commercial clients.
Role type
Senior Insurance Operations Specialist
Builds
Policy documents, certificates of insurance, and billing reports for commercial clients
Domain
Insurance (Property/Casualty, Excess, Primary)
Required skills
Complex policy processing, data entry and discrepancy resolution, regulatory compliance, billing management, process optimization, staff coaching, expert knowledge of insurance data systems
Preferred skills
Professional designation (e.g., Property/Casualty Insurance license), knowledge of Excess and Primary lines
Technologies
Insurance data processing systems
Responsibilities
Examines and processes highly complex new insurance policies, renewals, endorsements, and cancellations; enters or loads complex data into appropriate systems; generates and distributes policy documents and certificates of insurance; organizes, prepares, and updates comprehensive reports; determines and adjusts billing status; identifies opportunities to streamline procedures and reduce costs; may have responsibility for performance and coaching of staff
Seniority
Senior, hands-on IC with potential mentorship