Policy Processing Associate

About the Role

This role involves evaluating policy submissions, determining pricing for insurance coverages, and processing transactions to produce insurance contracts. The position requires analyzing information from external vendors, applying appropriate rates, and maintaining customer confidentiality.

Key Responsibilities

• Review risk exposures and coverage alternatives.
• Evaluate policy submissions for completeness.
• Determine and calculate pricing for insurance coverages.
• Investigate and research inquiries to make appropriate decisions.
• Review and verify information to process transactions.
• Input data to produce insurance contracts.
• Analyze information received from outside vendors.
• Apply or adjust appropriate rates.
• Document all decisions and communications.
• Communicate and deliver exceptional service to internal and external customers.
• Assist in writing and retaining profitable business.
• Work collaboratively in a team environment to attain corporate and unit goals.
• Enhance customer satisfaction and experience.
• Assist others in work processes to accomplish team workload expectations.
• Participate in reviewing others' work.
• Maintain confidentiality of customer and proprietary information.

Requirements & Tech Stack

• Ability to learn and use proprietary software.
• Ability to use Microsoft products.
• Ability to stay current with changes in software.

Qualifications

• High school diploma or equivalent.
• Proven ability to effectively communicate (written and oral) with all levels of internal and external customers.
• Exhibit analytical skills and ability to make decisions independently.
• Display creativity in solving problems and ability to negotiate to solutions.
• Demonstrate responsible/dedicated behavior to accomplish workload.
• Ability to maintain professionalism and work cooperatively in a team environment.
• Ability to learn and apply Church Mutual insurance coverages and principles.
• Develop knowledge of religions and religious organizations.
• Ability to learn to analyze exposures, recognize areas of concerns, and offer appropriate solutions.
• Ability to handle multiple tasks and prioritize as appropriate.
• Demonstrate desire and commitment to continually learn, accept new challenges, and strive for personal improvement/growth.
• Commitment to quality and productivity.

Insurance experience in a rating, policy issuance, or underwriting function is desirable.

Post-secondary education is preferred.

Participation in recognized insurance education courses is desirable.