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Policy Issuer
Location:Wayne, PA
Team:Policy Issuance
Job Type:Policy Services & Underwriting Support
FT/PT Status:Full Time
Job Description

Essential Functions:

Issue insurance policies in accordance with underwriting and customer requests. Ensure proper coverage forms, premium and policy details are specified. Enter policy information into company issuance system in accordance with established quality and time service promises. Follow all specific issuance guidelines. Review applicable paperwork for any changes and/or additional coverages not shown on initial insurance binder. Resolve issuance questions with our customers, underwriting assistants, and underwriters. Handle customer inquiries and service issues professionally and within company established standards. Document all correspondence and discussions relating to the issuance of a policy. Review quote for any inspection or audit requirements and follow through with required procedures. Maintain log of “policies not issued” and work with underwriting and/or our customers to resolve or obtain outstanding information and issue policies in a timely manner.

Other Duties & Responsibilities:

Policy issuers are expected to cross-train with existing team members on multiple lines of business, train new team members as necessary, report issuance problems and/or requests for system changes, maintain policy issuance “step by step” training guides and pursue continuing insurance education.

Minimum Job Requirements:
Bachelor’s degree or business experience. Insurance related educational coursework desired but not necessary.

Specific Skills:
Proficient keyboard skills. Detail oriented. Excellent verbal & written communication skills. Above-average analytical and problem solving skills. Strong commitment to customer service. Ability to work independently in a fast paced team environment