JOB SUMMARY:

The Insurance Operations Associate is responsible for performing routine and non-repetitive business processing tasks, including data entry, policy document issuance, and premium billing in compliance with established guidelines. The role requires analytical and investigative skills to ensure accuracy and efficiency in operations.

• Validate and enter customer proposals, applications, and transactions into the designated policy processing system for specific lines of business.
• Ensure adherence to processing turnaround times for policy applications and transaction processing.
• Generate quotations, new policies, renewals, endorsements, cancellations, and perform administrative tasks for consumer line products per the agreed Standard Operating Procedures.
• Communicate effectively, both verbally and in writing, with relevant stakeholders, including Underwriters and clients, to gather necessary information for policy administration and servicing.
• Organize and maintain electronic databases, including performing data input and ongoing maintenance tasks.
• Investigate and rectify any rework issues to ensure process accuracy and efficiency.