政策处理专员
Policy Processing Representative
职位概述
政策处理代表负责高效处理与政策相关的交易,确保准确性和符合公司政策及监管要求。该职位审核和验证政策申请、附加条款和取消请求,将数据准确输入计算机系统,并向客户发放政策文件。他们处理保单持有人、代理和其他利益相关方的咨询,提供及时且准确的政策相关信息。他们协助承保工作,如评估风险因素和计算保费。
你的工作内容包括:
岗位职责:
• 仔细关注细节,及时准确地处理新业务提交。
• 填写承保申请,输入必要的信息以进行定价、记录并签发准确且合规的政策。
• 签订并签发新的和续期的商业保险政策。处理附加条款、取消和恢复。
• 处理附加条款、取消和恢复。
• 处理取消通知、不续保通知和续保邀请通知。
• 解决预订和会计问题或差异。
• 与管理层、承保人和经纪人有效沟通,获取准确处理业务所需的信息。
• 为所有内部和外部客户(包括承保人和经纪人)提供及时高效的服务。
• 按要求创建和分发常规和临时报告。
• 根据需要参与或处理特殊项目。
• 与组织内的资源协作,推动持续流程优化和创新。
工作经验和教育背景:
• 本科/学士学位优先,商业和/或技术相关专业优先。
• 至少1年办公室环境工作经验,保险经验以及使用核心业务系统和应用的经验优先。
• 需要具备中级到高级的MS Office Excel和Word技能,熟悉SQL者优先。
• 出色的口头和书面沟通能力。
• 注重细节,确保准确性和数据完整性。
• 强大的组织和时间管理能力。
• 能够按照管理层设定的质量和产量标准保持工作输出。
• 在协作环境中具有促进团队合作的意愿和动力。
• 能在团队中良好工作,并在快节奏和不断变化的环境中持续学习。
Ryan Specialty 是平等机会雇主
查看英文原文
Position Summary
The Policy Processing Representative is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role reviews and verifies policy applications, endorsements, and cancellations, inputting data accurately into computer systems, and issuing policy documents to clients. They handle inquiries from policyholders, agents, and other stakeholders, providing timely and accurate information on policy-related matters. They assist with underwriting tasks, such as assessing risk factors and calculating premiums.What will your job entail?
Job Responsibilities:•Accurately clear new business submissions in a timely manner with an attention to detail.•Populate underwriting applications with the information necessary to rate, document and issue accurate and compliant policies.•Bind and issue new and renewal commercial insurance policies. Process endorsements, cancellations and reinstatements.•Process endorsements, cancellations and reinstatements.•Process notices of cancellation, non-renewal notices and renewal solicitation notices.•Troubleshoot booking and accounting issues or discrepancies.•Communicate effectively with management, underwriters and brokers to secure the information necessary to accurately process the business.•Provide timely and efficient service to all internal and external customers, including underwriters and brokers.•Create and distribute routine and ad-hoc reports as assigned.•Participate in or handle special projects, as needed.•Collaborates with resources across the organization to pursue continual process optimization and innovation. Work Experience and Education:•BA/BS degree preferred. Business and/or a technology related degree a plus.•A minimum of 1 year of experience in an office environment, insurance experience and experience with core business systems and applications preferred.•Intermediate to advanced MS Office Excel and Word skills required. SQL knowledge a plus.•Excellent verbal and written communication skills.•Attention to detail, accuracy, and data integrity.•Strong organizational and time management skills.•Ability to maintain standards of quality and quantity of output as established by management.•Desire and drive to foster teamwork in a collaborative environment.•Ability to work well within a team and to continually learn in a fast paced and constantly changing environment.Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $20.00 - $24.00 per hour.The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Originally posted on Himalayas