Policy Specialist (Underwriting Assistant) at Career Personnel, Inc.

Policy Specialist (Underwriting Assistant)

Our client, a Global company is searching for a Policy Specialist to join their reputable organization.

HYBRID work schedule.

Excellent benefits with quick coverage (medical, dental, vision, 401k, Profit Sharing and more), 35-hour week, low turnover, great people to work with.

Responsible for issuing policy documents (policy, endorsements, certificates, invoices) per underwriter instructions using Company’s policy issuance system and other applications outside of the policy issuance system such as Microsoft Word and Nitro PDF and copying/filing documents.

• Interpret underwriter instructions to issue policy documents
• Update data in Company’s system to issue policy documents including manuscript documents and amended wordings
• Issue documents in priority of urgency and Company standards and be able to adjust priorities
• Copy and prepare policy documents for filing
• Utilize telephone and Microsoft Outlook to communicate questions / answers and transmit policy documents to underwriters and brokers
• Calculate endorsement premiums for manual policies using underwriter’s instructions

Desired Qualifications

• Minimum of an Associate’s Degree
• Minimum of 2 years of administrative experience or in a similar position
• Strong computer skills
• Ability to interpret instructions and ask questions to achieve resolution of queries and discrepancies
• Excellent proofreading skills
• Demonstrate effective listening, customer service, interpersonal and written/verbal communication skills
• Demonstrate strong time management, organizational, multitasking, and problem-solving skills
• Ability to work in a high-volume work environment with changing priorities
• Prior experience in insurance or financial industry a plus

Career Personnel, Inc., established in 1990, is a privately owned Human Resources Consulting / Recruiting firm. With many years of successful recruiting experience, we have a very loyal and diverse client base.

We specialize in Direct-Hire placements and represent the best opportunities available. We strive to understand the needs of both the clients and candidates in order to identify the “right fit” and to accomplish everyone’s goals.

LinkedIn Profile   www.linkedin.com/pub/judy-quackenbush/b/710/750/