Policy Processing Associate

Key Responsibilities

• Review risk exposures and coverage alternatives.
• Evaluate policy submissions for completeness.
• Investigate and research inquiries to make appropriate decisions.
• Determine and calculate pricing for insurance coverages.
• Review and verify information to process transactions.
• Input data to produce insurance contracts.
• Analyze information received from outside vendors (e.g., Insurance Services Office).
• Apply or adjust appropriate rates.
• Document all decisions and communications associated with the process.
• 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 professionalism and work cooperatively in a team environment.
• Maintain confidentiality of customer and proprietary information.

Requirements & Tech Stack

• High school diploma or equivalent.
• Ability to learn and use proprietary software and Microsoft products.
• Ability to stay current with changes in software.

Qualifications

• 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.
• 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 between options/solutions.
• Display creativity in solving problems.
• Ability to negotiate to solutions.
• Demonstrate responsible/dedicated behavior to accomplish workload.
• Ability to learn and apply Church Mutual insurance coverages and principles for all lines of business.
• Develop knowledge of religions and religious organizations.
• Ability to learn to analyze exposures, recognize areas of concern, 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.