Operations - Policy Services Specialist I - Transportation

The Policy Services Specialist position will assist with the daily workflows for incoming bind requests endorsements cancellations reinstatements new or renewal issuance and general review of correspondence received within their authority level. When deemed necessary these responsibilities could also include aiding within Customer Care and/or Training and Development in addition to any general job duties listed below.

Job Responsibilities:

Collect data needed and organize documents and/or reports within a file to prepare it for review by underwriting and/or nonauthority companies

Review submitted documents received for J&Js file documentation to ensure there are no changes from the original submitted documents prior to processing

Send binding new or renewal issuance endorsement cancellation and/or reinstatement requests to NonAuthority carriers for processing

Review applications documents reports etc to ensure the underwriter has properly reviewed and approved for acceptance

Process by means of data entry binding new or renewal issuance endorsement cancellation and/or reinstatement requests for authority carrier in various issuance systems

Send confirmation of binding documents including invoices if applicable to agents

• Maintain J&Js company service standards promise to our customers every week
• Ordering inspections and/or MVR reports indicated by underwriting or the carrier on accounts written
• Follow up on requested/required documentation as needed
• Navigate and understand various Standard Operating Procedures (aka; SOPs)
• Ensure electronic file integrity and ability to maintain confidentiality
• Enter File Notes to document conversations and information provided during phone call conversations with the customer
• Import emails received and/or sent to customers to document information provided during email correspondence with the customer
• Contributes to team effort and/or other by accomplishing various tasks as they are assigned
• Effective communication with owners department managers staff and teammates
• Assist with Customer Care and/or Training and Development duties upon request
• Annual 16 hour continuing education encouraged

Education and Work Experience:

• High School Diploma or equivalent
• Minimum of six months to three years clerical customer service and/or data entry experience preferred but not required
  
  
  

Knowledge Skills & Abilities:

Ability to type 3050 WPM

• Strong customer service skills
• Capacity to analyze information and mathematical aptitude

Ability to learn various issuance/rating systems and/or new tasks when necessary quickly efficiently and accurately

• Ability to learn underwriting forms and rate/rule manuals within authority level
• Capacity to utilize online reference manuals and/or SOPs
• Ability to communicate with very clear verbal and/or written communication skills
• Exceptional interpersonal skills including a positive and welcoming attitude
• Research skills and confidence with problem solving skills

Ability to type accurately organize and present information in a neat and effective manner

Ability to manage multiple tasks and exercise good judgment while paying attention to details

Ability to handle difficult customers with confidence

Willingness to learn and ability to take initiative by selfmotivation

Knowledge and experience with Microsoft Office Suite (word excel PowerPoint outlook)

Typical Physical Demands:

Requires the ability to sit or stand for long periods of time occasional stooping and reaching

May require liftingup to 25 pounds

Requires normal range of vision and hearing with or without accommodations

Career Path from level I to IV:

Determined by; confidence level and comprehension within Knowledge Skills and Abilities and Job Responsibilities selfmotivation completed education requirements contributions to the team and/or tenure within the role.