Operation Specialists, BPO

• Policy Transactions: Ensure all policytransactions, including quotes, new business, renewals, endorsements, andcancellations, are processed accurately and in line with corporate servicestandards. Transactions should be rated, booked, invoiced, and issuedefficiently.
• Line of Business (LOB) Knowledge: Demonstraterequired knowledge across multiple Lines of Business (LOBs), including Package,Property, WorkersCompensation (WC), Auto, General Liability (GL), and Excess.A proficiency rate of 80% across six lines of business is expected, though itis not necessary to have expertise in all six.
• Transaction Screening: Screen transactions todetermine proper processing. Refer transactions to underwriters for approvalwhen necessary and process transactions directly within delegated authoritylimits.
• Quality Verification: Assist in verifying allpolicy transactions, ensuring adherence to processes, procedures, and qualitystandards.
• Data Reporting: Report policy data tothird-party agencies, including ePlace Registration, in a timely and accuratemanner.
• Communication: Collaborate with the Accountingand Audit departments to resolve any policy-related questions or issuesefficiently.
• Document Management: Manage documents in anelectronic imaging system by printing, page-marking, and labelling incompliance with corporate protocols.

Must have Skills:

• Rating Efficiency: The candidate mustdemonstrate rating efficiency across multiple LOBs (Property, Auto, WC, GL,Package, and Straight Excess), with an expected proficiency in at least 80% ofthese LOBs.
• Expertise in Rating and Quoting: The idealcandidate should possess strong expertise in rating, quoting, and makingpremium adjustments.
• Experience with Large Accounts: Experience inmanaging large accounts with high premiums, typically within the range of $15kor higher, is required. This experience should encompass both admitted andnon-admitted business.
• Knowledge of Industry Tools and Bureaus: A solidunderstanding of rating bureaus, including ISO, DMV, WCIRB, and others, isessential.
• Additionally, thesuccessful candidate will be highly motivated with a positive outgoingpersonality, possess an entrepreneurial spirit, have a service mentality, andbe comfortable in a fast paced environment.