Processing Service Representative 1
Processing Service Representative 1
Posted on :
29-05-2025
Employer Active
1 Vacancy
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Job Description
Description
Qualifications
Clearance: New Line Submission & Prospect Entry Processing including
- Reviews incoming submissions to determine correct service branch and customer group
- Performs Agency Licensing validation
- Indexes all supporting documentation in the underwriting file
- Completes entry with the appropriate name clearance system and indexes all supporting documentation in the underwriting file
- Enters Prospects according to business rules
- Generates correspondence associated with new line submissions per Corporate Rules
- Effectively completes navigation and entry through the Submission Desk Widget including both account setup and Technical Rate.
Qualifications
Knowledge Skills and Abilities:The individual in this position must have strong communication multi-tasking and organizational skills. In addition the individual must demonstrate the following competencies and behaviors:
Workload Management
- Effectively organizes work to meet business objectives
- Customer Focus
- Demonstrates timely responsiveness to customer requests
- Understands customer needs and acts on them
Communication
- Listens carefully and attentively
- Asks questions to clarify expectations and issues
- Communicates in a clear concise professional manner
Business and Organizational Knowledge
- Demonstrates a basic understanding of business unit objectives
- Familiar with basic workflows and procedures
- Understands customer service targets
- Knowledge of underwriting principles underwriting information policy coverages and key endorsements
- Basic understanding of financial concepts and terminology
Technical
- Developing proficiency in applicable technology and processing tools.
- Ability to work within various Automation Frameworks
Previous experience in a similar role preferred. HS Diploma or GED Required.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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